AI-Powered Client Data Intelligence
Transform client data into strategic decisions faster, slashing data management costs while uncovering insights your competitors miss.
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Next-Gen Machine Learning & Data Science Across Your Entire Platform
Industry-first AI capability built on enterprise-grade client data foundations, delivering intelligent automation and strategic insights across the complete client lifecycle.
Built on Golden Source Data
Grounded in your enterprise data foundations, delivering exceptional accuracy and trust from day one
Built for Asset Management
Purpose-built for investment management, cognisant of your personas, workflows, and what truly drives your business
From Reactive to Proactive
Uncovers hidden patterns and allows your team to focus
on strategy and decisions that drive competitive advantage
Embedded in Your Decision Workflows
Integrated directly into strategic account planning, client servicing, and sales coverage - tied to core data assets for confident execution
Learns from Your Experts
Improves continuously from expert actions and decisions within your workflows, scaling institutional knowledge across your team
Enterprise Security & Governance
Battle-tested infrastructure with strict data separation ensures sensitive data remains protected
"Most firms struggle with fragmented, inconsistent data that makes AI initiatives fail before they start. We have solved that foundational issue first and now we are positioned to lead AI innovation in the industry."
Julia Larsson, Lead Data Scientist
Predict what your clients will do next
Personalised client-level analytics enabling more proactive, scientific approaches to growing revenue and reducing redemptions at scale.
Real-time flow analysis and early client movement signals
Predictive relationship risk insights
AI-powered growth opportunity identification
Tailored briefings based on detailed, configurable personas
Resolve data issues before you realise they exist
Automated data quality monitoring and anomaly detection across thousands of daily files with intelligent alerts and remediation recommendations.
Advanced anomaly detection across daily sales feeds
Automated remediation with trained service agents
Intelligent file processing and validation
Personalised customer alerting and response times
Match client data at scale with intelligent automation
AI-powered client matching and sales attribution achieving total, continuous AUM attribution with unprecedented accuracy.
Integrated matching suggestions reducing manual effort
Real-time entity resolution using advanced algorithms
Continuous AUM attribution at scale
Attribution accuracy across all customers
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Continuous Product Investment
"Aiviq continuously invests in product innovation – with over 50% of our team focused on R&D - guided by customer forums to prioritise what matters most.
Our roadmap includes AI-powered solutions for client agreement analysis, pricing optimisation, enhanced client mastering, financial forecasting, market benchmarking, and beyond."
Luke Tones, Head of Product
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