The client data management platform trusted by the world’s leading asset managers

Aiviq connects asset managers with 250+ sources of AUM, Flow and Revenue data across global markets to build foundational datasets that increase net sales, client oversight and automate financial reporting

financial asset management graph with money flow lines

Trusted by investment managers around the world

“Aiviq has been fully integrated with enterprise architecture. They consolidate our global client and sales data which we consume in Snowflake, enabling technology to deliver business apps quicker”

Global Head of Data

$100bn+ Multi-boutique

“The Aiviq managed services free up time to embed sales analytics and increase CRM adoption. It also easily allows us to onboard new market data as we grow internationally”

Head of Distribution Ops

$150bn+ UK Asset Manager

“As the Designated Person for Distribution for our Irish Funds, we use Aiviq to monitor European distributors. Aiviq’s knowledge of the data and the client dynamics sets them apart”

Distribution Data Manager

Position, Company name

“Everyone knows distribution data in our industry is a mess. However, the thousands of data rules and features in the platform allow us to get the most complete picture possible for EMEA & APAC”

Principal, Distribution Data

$1tbn+ Global Asset Manager

“As the Designated Person for Distribution for our Irish Funds, we use Aiviq to monitor European distributors. Aiviq’s knowledge of the data and the client dynamics sets them apart”

Distribution Data Manager

$100bn+ Multi-boutique

“Everyone knows distribution data in our industry is a mess. However, the thousands of data rules and features in the platform allow us to get the most complete picture possible for EMEA & APAC”

Principal, Distribution Data

$1tbn+ Global Asset Manager

“Aiviq has been a mission critical investment for us in the data fundamentals. My sales teams finally have visibility of underlying clients and can make effective account management decisions”

Head of Retail, EMEA

$500bn+ US Asset Manager

 “Aiviq data has been fundamental in navigating recent market volatility and managing liquidity, giving us fresh visibility on AUM and Revenue dynamics across the whole business”

Chief Financial Controller

$150bn+ UK Asset Manager

“As the Designated Person for Distribution for our Irish Funds, we use Aiviq to monitor European distributors. Aiviq’s knowledge of the data and the client dynamics sets them apart”

Distribution Data Manager

$150bn+ APAC-based Manager

Client Matching & Sales Attribution

A single view of client AUM & Flow across all investment vehicles and sales territories

‘Look-through’ platform and distributor holdings to end clients

Use Aiviq’s 250+ market data connectors to disaggregate flows across your distribution chain and gain visibility on influencers, advisors and clients

Automatically match to clients in CRM and attribute flows to sales teams

Establish a single customer view that enables sales compensation reporting, territory management, global account servicing and improves sales effectiveness

aiviq asset management dashboard browser
aiviq asset management dashboard browser

Client Governance & Oversight

Centrally manage client agreements and terms to streamline operations, from legal agreement onboarding and pricing decisions through to TA oversight and rebate management

Fee revenue and rebate analytics

Calculate forecasted and actual client net revenue to improve commercial decision making and avoid costly rebate errors

Distributor oversight and governance

Manage legal entities, codify financial terms and centralise documents in a single integrated platform to increase TA oversight and distributor data governance

Powerful Analytics

Analyse drivers of AUM and Revenue growth

Our AUM waterfall, revenue allocation and net new money insights are changing how managers think about growth and sales strategy

aiviq asset management dashboard browser
Testimonials

What the world’s leading asset managers say about us

Our 30+ customers rely on Aiviq for mission critical business processes, but also play an active role contributing to our innovative productroadmap.

What Our Great Customers Are Saying - Techkit X Webflow Template

Global Head of Data

$100bn+ Multi-boutique

“Aiviq has been fully integrated with enterprise architecture. They consolidate our global client and sales data which we consume in Snowflake, enabling technology to deliver business apps quicker”

What Our Great Customers Are Saying - Techkit X Webflow Template

Head of Distribution Ops

$150bn+ UK Asset Manager

“The Aiviq managed services free up time to embed sales analytics and increase CRM adoption. It also easily allows us to onboard new market data as we grow internationally”

What Our Great Customers Are Saying - Techkit X Webflow Template

Distribution Data Manager

$100bn+ Multi-boutique

“As the Designated Person for Distribution for our Irish Funds, we use Aiviq to monitor European distributors. Aiviq’s knowledge of the data and the client dynamics sets them apart”

What Our Great Customers Are Saying - Techkit X Webflow Template

Principal, Distribution Data

$1tbn+ Global Asset Manager

“Everyone knows distribution data in our industry is a mess. However, the thousands of data rules and features in the platform allow us to get the most complete picture possible for EMEA & APAC”

What Our Great Customers Are Saying - Techkit X Webflow Template

Distribution Data Manager

$100bn+ Multi-boutique

“As the Designated Person for Distribution for our Irish Funds, we use Aiviq to monitor European distributors. Aiviq’s knowledge of the data and the client dynamics sets them apart”

What Our Great Customers Are Saying - Techkit X Webflow Template

Principal, Distribution Data

$1tbn+ Global Asset Manager

“Everyone knows distribution data in our industry is a mess. However, the thousands of data rules and features in the platform allow us to get the most complete picture possible for EMEA & APAC”

What Our Great Customers Are Saying - Techkit X Webflow Template

Head of Retail, EMEA

$500bn+ US Asset Manager

“Aiviq has been a mission critical investment for us in the data fundamentals. My sales teams finally have visibility of underlying clients and can make effective account management decisions”

What Our Great Customers Are Saying - Techkit X Webflow Template

Director, Client Group

$500bn+ US Asset Manager

“The analytics we have been able to build off the back of reliable daily sales data from Aiviq has changed the mindset. Now we’re looking to roll out to Institutional and incorporate other markets”

Aiviq Insights

As an innovative product company that is part of a wider family of boutique consultancies focused exclusively on asset management, Aiviq has a unique perspective on market trends and industry innovation

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