Aiviq 2025 Year in Review: A Year of Scaling & Transformation

As we reflect on 2025, we're filled with gratitude for what our team has accomplished and the trust our clients have placed in us. This year, our team delivered remarkable innovations while strengthening the relationships that matter most - moving beyond vendor and client to true partners solving complex challenges together.

Here is our annual Aiviq Wrap-Up, celebrating the exceptional contributions across every team:

• This year marked a considerable step forward in evolving our Global CBOR, onboarding new sources of third-party sales data and introducing extensive product localisation features, especially across North America. This expansion deepens asset managers' seamless access to client data across every market and vehicle type - from ETFs and mutual funds to SMAs and model portfolios - with enhanced transparency across the US and EMEA/APAC regions.
• Another key focus was Financial Terms Management, where we dramatically extended our data model to capture granular AUM methodologies and complex rate structures with sophisticated automation and advanced reporting. This integrated module now extends far beyond basic gross sales revenue metrics to deliver comprehensive fee billing and distributor payment management. Driving this innovation, we launched our TermsCloud Customer Forum, aligning participants and sponsors on best practices, roadmap priorities, and giving clients the opportunity to co-design new functionality with our product team.
• We've also fundamentally reimagined client matching with entity auto-matching rules and machine learning-powered suggestions that dramatically reduce complexity and cost while accelerating accurate AUM attribution and operational clarity. All of this is fully integrated into the interface for seamless client data stewardship and trade resolution.  
• Perhaps most excitingly, we unveiled Aiviq Intelligence, our new AI-powered capability bringing intelligent insights throughout the platform. Starting with AskAiviq - our conversational AI assistant - we're developing expanded intelligence modules across client matching, client data insights and platform navigation, going live in 2026. This strategic innovation is backed by additional investment from Bridgepoint Capital to accelerate our AI strategy and revolutionise how the industry manages client data.
• As part of our commitment to seamless AI integration, we've also progressed with our Snowflake Native App this year – delivering ready-to-use reporting and AI insights in clients’ Snowflake environments, removing weeks of client-side setup and configuration.

• The launch of Aiviq operations in North America, led by our new Head of Region Sam Iles, represents a strategic milestone. Following presentations to 30+ asset managers across the US East Coast, we've established a foundation for significant expansion in the world's largest asset management market.
• Yet again this year, we established ourselves as industry thought leaders by hosting multiple executive roundtables across Europe and US on "The New CFO Agenda in an AI-Enabled World" and "Disruption & Innovation: The New Distribution Paradigm in the AI Era," and publishing our Global Investment Landscapes Whitepaper. Through these initiatives, we're shaping how the industry thinks about data, distribution and innovation.
• One of our most significant contributions came through our co-chair role with IDEN (Investment Data Exchange Network) alongside J.P. Morgan Asset Management. We facilitated the publication of an open data standard for client data with input from thirty participating asset managers - a defining moment for industry standardisation.
• Building on this momentum, we partnered with Snowflake to pioneer a proof-of-concept exchange of sales management information data between leading platforms and asset managers, establishing new benchmarks for data quality and availability across the industry.
• Our active engagement in key industry forums continued through our sponsorship at TSAM New York and Toronto, participation at The Investment Association Conference and EmTech Global, with our employees delivering talks at the Private Capital Forum in Copenhagen and becoming guests at the FinTech's DEI Discussions podcast - reinforcing our technical depth and commitment to industry advancement.
• We also retained the WealthTech100 recognition for a third consecutive year and earned finalist status for the WealthTech of the Year Award at the UK FinTech Awards.

• A defining achievement this year was expanding our implementation capacity while refining how we deliver through our Solution Design programme, bringing deep customer expertise and strategic partnership to every engagement. This customer-first approach ensures clients receive solutions that address their operational challenges and growth ambitions, rather than one-size-fits-all implementations.
• We streamlined our RFP process, answering over 3,000 questions with improved efficiency and rigour. The addition of our new Head of Pre-Sales, Tom Williams, strengthened our ability to engage prospects meaningfully, making it seamless for the market to evaluate and select Aiviq with confidence.
• We successfully delivered global implementations across the UK, Europe, APAC, South America and the USA, with each engagement customised to reflect local market dynamics and client needs.

• We significantly expanded our global data coverage by onboarding data from close to 150 new third-party market data providers - a testament to our relentless focus on covering all markets and vehicle types.
• Our commitment to understanding client needs reached new heights as we held over 2,500 meetings - Quarterly Business Reviews, Weekly Service Meetings, Delivery Meetings and Product Workshops, forming the foundation of our client success strategy, strengthening relationships and aligning our roadmap with market realities.
• Supporting this growth, we successfully processed over 130,000 files this year with sharp focus on accuracy and reliability - a significant increase from last year. This volume reflects the trust our clients place in us to handle their most critical data with precision and care, enabling them to maintain smooth workflows and operational excellence.

• Yet again this year, we proved our commitment to securing our infrastructure, maintaining zero security incidents while consistently meeting all Information Security SLAs. We've maintained our Cyber Essentials Plus certification and achieved the latest ISO 27001 accreditation, reinforcing our security architecture and commitment to safeguarding client information with a disciplined, security-first approach.
• A defining achievement this year was the successful introduction of Delta Lake as part of Project Quantum, significantly improving data reliability and processing efficiency and preparing us for scalable growth. Building on this foundation, we launched our True Cloud-Native Transformation initiative, representing a fundamental shift in how our infrastructure works. By establishing containerised and modernised workloads, we've created the scalable foundation to support the next phase of platform evolution and embed AI capabilities throughout the system.

• This year we significantly expanded our development team, bringing aboard exceptional engineers and investing further to expand our QA and development capacity - signalling our ambition and the scale of innovation ahead. Our teams have shifted architecture to handle ever-increasing volumes and complexity of client data, achieving strong gains in database and processing performance.
• Our expanded team enabled us to transition to a focused Pod structure, significantly improving collaboration through pairing for complex work and collective ownership. Every area of our system has seen meaningful improvement - from file processing through to fee revenue calculations, Net AUM reconciliations and UX enhancements - directly benefiting our clients and streamlining their operational workflows.
• The transition from batch data processing to Delta Lake and Synapse early in 2025 directly improves what clients can see and act upon, delivering data at scale faster and more reliably.
• Demonstrating our engineering excellence, our team completed 16 sprints delivering close to 1,054 story points - measuring the effort and complexity required to address our clients' evolving needs. This volume demonstrates our engineering team's exceptional responsiveness to customer requirements and our platform's growing capability.

• Our growth journey was marked by the arrival of 19 new joiners who have quickly become integral to our mission, with 6 team members earning well-deserved promotions - reflecting our commitment to developing talent from within.
• This has also been recognised when we secured the prestigious Top 1% Workplace title, where our AI and data professionals particularly stood out, reflecting our technical excellence and culture of innovation.
• We continued our commitment to giving back through My Big Career, a career mentorship initiative for young professionals, as part of our Charity of the Year programme. This work embodies our belief in investing in the next generation of industry talent and shaping the future of our sector.
• Beyond our work, we celebrated our team's achievements with 11 vibrant social events throughout the year, creating moments to connect and strengthen the bonds that make Aiviq special. We also continued our tradition of sportsmanship and teamwork, participating once again in the City vs. Wharf Challenge and the J.P. Morgan run - embracing our competitive spirit while demonstrating our dedication to collaboration.

Looking Ahead

As we look toward 2026, we're filled with anticipation for what the year holds. We've built momentum that positions us not just to meet the evolving needs of our clients, but to shape the future of data management in asset management. Every achievement this year - from our technological breakthroughs to our deepened client relationships - has prepared us for the next chapter of growth and innovation.

Thank you to our exceptional team, our valued clients, and our partners for making 2025 a year of genuine transformation. We cannot wait to share what lies ahead in the next year’s CEO Outlook for 2026.