Aiviq Services

Our partnership approach to client data implementation and managed services

Our Professional Services and Customer Services teams work with you from the business case to daily operations. They know asset management data, and they stay with you long after go-live.

Talk to our team See how we work

An Aiviq team running a solution design workshop with a client

Aiviq data specialists reviewing results together

One team, start to finish

50+implementations
delivered

“Our clients trust us with the numbers their sales and finance teams rely on. We earn that trust through the people they work with, year after year.”

Lee GriggsCEO, Aiviq

How we work with you

One team from first workshop to daily operations

Most client data projects stall after go-live, when the experts move on. At Aiviq, Professional Services and Customer Services work as one team, so what we learn during your project carries straight into your daily service.

Professional Services

Go live fast, with less effort from you

Experienced project managers and data analysts take you from business case to adoption, with accelerators refined over 50+ implementations.

Business case and solution design
Connector build, mapping and testing
Training and business adoption

Managed Data Services

Accurate data, checked every single day

Our data specialists run sourcing, quality control and reporting in line with your operating model, so your team works with numbers it can trust.

Daily data quality monitoring
Issues chased with providers at source
New sources and markets onboarded

Customer Success

A partner that stays long after go-live

A dedicated team that knows your setup, advises on change and makes sure every release and new feature lands well with your users.

A named customer services team
Quarterly business reviews
Product releases and roadmap input

“Clients know from day one what happens each week until go‑live, and who is doing it. A clear plan and one agreed design keep the project on time.”

Alex MurphyHead of Operations

Professional Services

Go live in weeks, with people who have done it before

Every project is led by an experienced project manager and business analyst who know asset management data, so your own team spends less time on the project and more on the business.

Business case and solution designWorkshops with your Sales, Finance and Operations teams turn goals into one agreed design.
Build, mapping and testingConnectors, rules and data acceptance testing, run with accelerators refined over 50+ implementations.
Adoption and handoverTraining for your users, then a planned handover to the Customer Services team who will run it with you.

Talk to our team

“We check your data every day. When something looks off, we fix it at the source, so you never have to chase anyone.”

Adrian RyanHead of Customer Services

Managed Data Services

A data team that stays with you for the long term

Our data specialists run sourcing, quality control and reporting in line with your operating model, and act as advisers when your business or technology changes.

Every expected file checked, every day
Issues traced to the root cause and chased with providers at source
New data sources usually started within five business days of a request
Product releases deployed and explained for you
Quarterly business reviews with the people who run your service

Talk to our team

Our people

Meet our team

Project managers, business analysts and data specialists who know asset management data. They deliver your project and look after your data every day after go-live.

Meet the team

David Tevendale, Head of Professional Services

Stefan Pantazis, Senior Professional Services Consultant

Isabelle Fiona, Senior Customer Services Analyst

Mohamed Afifi, Customer Services Team Lead

Remedios Lomax, Senior Professional Services Consultant

Lee Houghton, Senior Customer Services Analyst

Chris Kerr, Professional Services Manager

Ahmed Elsharkawi, Senior Professional Services Consultant

See the whole team

Client testimonials

What our clients say about working with us

“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 revenue data feeds our financial planning and analysis models in Anaplan, ultimately driving our view of fund and client profitability, informing Executive decision making and financial forecasting”

“It's been a pleasure working with Aiviq. Throughout the process they were knowledgeable, patient and able to take stakeholders on a journey. For managing global institutions, a joined up global answer to client data is a must”

“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”

“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”

“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”

FAQ

Questions about working with Aiviq

Can't find what you need? Our team is happy to walk you through it.

Talk to our team

What global data coverage does Aiviq provide?

Aiviq connects to 350+ data sources across North America, EMEA and APAC, including fund accountants, transfer agents, custodians, platforms, distributors and market datasets, across institutional and wholesale channels. New sources are added as your business grows.

What is Aiviq's commercial model and does it scale?

Pricing combines a platform license with a managed service fee that reflects the number and complexity of the data sources we support for you. As you add markets or sources, the service scales with them.

Can Aiviq help structure the business case?

Yes. Our team helps you size the benefits, costs and timeline, drawing on what we have seen across 50+ implementations.

How long does it take to get up and running?

Many projects go live in as little as 10 weeks. Timelines depend on the sources, markets and products in scope, and we agree the plan with you at the start.

How does Aiviq manage platform and data security?

Aiviq is ISO 27001 certified and hosted on Microsoft Azure. Each client runs in a segregated environment, data is encrypted in transit and at rest, and access is fully audited.

How do clients contribute to the product roadmap?

Through regular client forums and quarterly business reviews. More than half of our team works in research and development, and client input shapes what we build first.