London, UK - 13 October, 2025: Aiviq, a leading cloud-based SaaS provider in the global asset management sector, has expanded its long-standing partnership with Royal London Asset Management.
Building on the successful implementation of Aiviq’s AUM & flow data management solution in 2021, the asset manager has now selected Aiviq's TermsCloud module to enhance its enterprise capabilities. This expanded platform adoption will transform its client revenue tracking and financial terms data management across multiple business functions.
Replacing its previous solution of legacy software, Aiviq's platform will provide Royal London Asset Management with an opportunity to access near real-time high-precision client net revenue KPIs that reveal true profitability by accounting for trailer fees, service fees, preferential fund rates and non-standard terms that typically remain hidden. The solution, powered by a modern Snowflake-based reporting data platform, will support critical use cases across sales, marketing, client service and finance, including financial planning, campaign planning, and client segmentation.
This expansion aligns with Royal London Asset Management’s strategic priorities to further modernise its technology infrastructure, enhance digital capabilities, and rationalise vendor partnerships as part of its growth strategy.
Ed Venner, Chief Client Officer, Royal London Asset Management said:
“Following our successful three-year transformation programme working with Aiviq, we are extremely happy to expand our usage to include the TermsCloud module, enhancing two critical capabilities in our enterprise client data roadmap. Going forward, business users and data consumers across the company will have access to high precision client revenue KPIs available on anear real-time basis - all available in our modern reporting data platform powered by Snowflake.”
Greg Glass, Executive Director, at Aiviq commented:
"Aiviq’s TermsCloud helps managers better manage one of the most unloved but important datasets in the enterprise. With a seamless integration with the AUM & flow data, managers can master financial terms from agreements to calculate accurate metrics for client revenue, rebated and net revenue on a weekly and even daily basis. The TermsCloud dataset powers use cases in sales, marketing, client service, regulation & compliance, and finance, including: FP&A reporting, campaign planning, client segmentation and tiering.”
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Editors’ notes
About Aiviq – www.aiviq.com
Headquartered in the UK, Aiviq is a leading cloud-based SaaS business for the global asset management industry. The company provides AUM, flow & revenue analytics, as well as agreements & terms management products and services that help its customers meet use cases across sales enablement, client service, product development, risk and regulatory reporting and corporate strategy.
Aiviq’s vision is to create data clarity and extract insightful management information for global investment managers. The company is accredited with the ISO 27001:2022 information security standard and pro-actively engages its user community to ensure its product roadmap addresses rapid change within the industry.
Aiviq is a wholly owned subsidiary of Alpha FMC and has grown organically and by acquisition to support its expanding client base across the global investment management industry.
About Royal London Asset Management - www.rlam.com
Royal London Asset Management is one of the UK’s leading active fund management companies, managing £173 billion* on behalf of a broad range of clients. It is an integral part of customer-owned mutual, Royal London, and free from short-term shareholder demands.
Committed to investment excellence and responsible investing, Royal London Asset Management has a proven track record of navigating complex market conditions. It works in close partnership with clients to deliver a wide spectrum of investment solutions to help investors achieve their financial goals.
As independent and engaged stewards of capital, Royal London Asset Management embraces its responsibilities on behalf of investors, aiming to deliver long-term value for clients and positive outcomes for society.
Royal London Asset Management: proven solutions, principled approach, partnerships built to last.
*As at 31 December 2024
Issued by Royal London Asset Management Limited, registered in England and Wales number 2244297; authorised andregulated by the Financial Conduct Authority. Registered Office: 80 Fenchurch Street, London, EC3N 4BW.
Aiviq media contacts
Evelina Molis | Marketing Manager & Media Contact, Aiviq | evelina.molis@aiviq.com - Tel +447842 827076
Lee Griggs | Global Head of Aiviq | lee.griggs@Aiviq.com - Tel +44 7825 700908
Royal London Asset Management media contacts
Andrea Ward | PR Manager | Andrea.Ward1@royallondon.com - Tel +447876178696
Lora Coventry | Senior PR Strategy Manager | Lora.Coventry@royallondon.com - Tel +447919170673
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