Build a single view of client AUM & Flow

Dramatically reduce reporting costs and eliminate manual adjustments with Aiviq’s AUM and flow data platform, receiving accurate firm-wide reporting in a single dataset.

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Aiviq Product AUM Client Hierarchy
aiviq dashboard of asset fund management software showing positive results and graph
product Features

Report in hours, not weeks

Our unified data platform enables investment managers to consolidate global AUM and flow reporting, delivering comprehensive insights through automated reconciliation

Single customer view

Consolidate AUM and flow data from 300+ global sources into one unified dataset with comprehensive fund cross-holdings visibility

Managed services

Our dedicated data specialists handle data sourcing, quality control and reporting aligned to your operating model as trusted advisors

Automated reconciliation

Automatically reconcile AUM and flows across vehicles and providers with omnibus look-through and market movement analysis

Data quality services

Eliminate manual adjustments with intelligent data enrichment rules, product matching and flow classification controls

Global data coverage

Connect to fund accountants, transfer agents, platforms, distributors and custodians across UK, Europe, Asia and North America

Native integrations

Plug in Aiviq data via our Integration Hub - Salesforce, Dynamics, Snowflake, Azure, AWS, PowerBI and more

AIVIQ FOR FINANCE & OPERATIONS

Power to know who your clients are with unified global data

Consolidate AUM and flow data from hundreds of global sources into a single dataset.

Dramatically reduce manual reporting work and eliminate most data adjustments through automated reconciliation across all your vehicles and providers.

Aiviq for Distribution Data & Technology

Built to process millions of transactions with enterprise performance

Scale your data operations while reducing costs through smart processing and historical reporting capabilities.

Give your distribution teams accurate firm-wide insights delivered through reliable architecture and intelligent data validation.