Client AUM & Flow factsheet

Build a single view of client AUM & flow, down to the advisor

See how Client AUM & Flow resolves every position to the intermediary behind it, removes double counts and credits the team that earned the business. The factsheet covers key capabilities, the data sources it connects and screens from the platform.

Inside the factsheet

  • Know which clients drive net new money
  • Forecast annual sales revenue
  • Pay sales teams with confidence
  • Spot client assets at risk earlier
  • End month-end number disputes
Pages from the Aiviq Client AUM & Flow factsheet

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