+
+

Related Products

  • eToro
    30,487 Ratings
    Visit Website
  • Nexo
    16,466 Ratings
    Visit Website
  • Planview Portfolios
    202 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Sharesight
    529 Ratings
    Visit Website
  • Aesthetic Insight
    8 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • CoinStats
    101,067 Ratings
    Visit Website
  • Time Tracker by eBillity
    3,426 Ratings
    Visit Website

About

Automate your wealth offering with our all-in-one solution. Your investment advisers, portfolio managers, and relationship managers can rely on products designed and regularly tested by wealth management specialists. Tailored investment strategies for your clients are created on a single platform, ensuring consistency across all teams. Automated risk analysis and monitoring increase your control throughout the investment journey. Avaloq Wealth also supports the management of client relationships with a 360-degree client view and a shorter onboarding time for new clients by automating manual processes. Maintain consistency in client relationship management and investment strategies across the entire front and investment office. Increase your productivity with the automatic identification of new sales opportunities. Save your portfolio managers’ time by automating manual processes and compliance tasks. Leverage user-centric and client-ready software created and tested.

About

Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth managers and investment advisers requiring a solution to manage and automate their wealth offering services

Audience

Companies looking for an Investment Management platform that provides risk analytics and portfolio construction capabilities

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Avaloq
Founded: 1991
Switzerland
www.avaloq.com/solutions/products/avaloq-wealth

Company Information

Edgelab
www.edgelab.ch/

Alternatives

WealthForce.ai

WealthForce.ai

Intellect Design Arena

Alternatives

Costars

Costars

corfinancial
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Fusion Invest

Fusion Invest

Finastra

Categories

Categories

Integrations

Amazon Web Services (AWS)
Kubernetes
Red Hat OpenShift
icCube

Integrations

Amazon Web Services (AWS)
Kubernetes
Red Hat OpenShift
icCube
Claim Avaloq Wealth and update features and information
Claim Avaloq Wealth and update features and information
Claim Edgelab and update features and information
Claim Edgelab and update features and information