Increase oversight with digitised terms

Aiviq’s powerful workflow and analytics solution improves oversight of client agreements, automating fee and rebate checks, service tasks and revenue reporting

Securely store, tag and search client contracts and commercial documents
Model legal entities and client roles on agreement
Master financial terms to validate fee and rebate calculations and payments
Integrate your operational client data with Legal, Onboarding, TA and CRM
Forecast firm-wide net revenue to drive financial budgeting and sales actions
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