Audience

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

About Avaloq Wealth

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.

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Integrations

API:
Yes, Avaloq Wealth offers API access
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Ratings/Reviews

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

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Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Avaloq Wealth Frequently Asked Questions

Q: What kinds of users and organization types does Avaloq Wealth work with?
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Q: What other applications or services does Avaloq Wealth integrate with?
Q: Does Avaloq Wealth have an API?
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Avaloq Wealth Product Features