Build a single view of client AUM & Flow

Increase sales, reduce redemptions and automate financial reporting. With Aiviq, you can connect 250+ data sources across global markets to optimise CRM, power sales analytics and centralise financial data.

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

Make informed decisions
powered by data

Our cloud-native data and analytics platform enables the world's leading investment managers to set the right course and make proactive decisions

Single customer view

Automatically cleanse and match thousands of global distributors, advisors and clients

True sales enablement

Empower sales with tailored, timely indicators and alerts that go beyond 'rear view mirror' reporting

Reconciled reporting

Automatically reconcile fund of fund cross-holdings and reconcile to IBOR/ABOR for Group-wide reporting

Data quality services

Avoid data wrangling and manual reporting with our managed services and extensive data quality controls

Global data coverage

Onboard new vehicles, channels or distribution partners quickly with our drag and drop data connectors

Native integrations

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

Aiviq Product AUM Client Hierarchy
Aiviq for sales and Client Services

Power to know who your clients are and what they invest in

Look-through your distribution value chain to get visibility on distributors, clients and influencers across channels and territories landed daily in CRM

Aiviq for Finance & Operational Reporting

Power to automate reporting with lower operating cost

Firm-wide reporting of AUM, Flow and Revenue that delivers operational, management and regulatory reporting use cases at scale, providing a single venue for data quality and reconciliation

Aiviq Product Client Look Through