About the Company
aixigo one is a suite of advisory solutions designed to help wealth managers and private bank relationship owners understand the risk appetite & investment goals of their customers, profile investment scenarios, report on portfolios and agree on the investment strategy. The demands of today’s ‘Advisory’ relationships require that information on risk appetite / ability is not just frictionlessly gathered, but also quantitatively measured. Complex portfolios must be assessed, reported and if needed efficiently remodelled to meet the needs of each customer.
Solution Overview
- Client information, risk data gathering & measurement (quantitative)
- Account information
- Construction of the portfolio
- Proposals & client acceptance
- Reporting on portfolio – Value and holdings, performance, transactions, current asset allocation
- Portfolio scenario modelling – Composition, effect on risk and visualised return compared to historical
Region
EuropeWebsite
www.aixigo.de/en/Similar plugins
Browse the marketplaceDeus Technology
Creates and delivers decision-relevant investment intelligence for professionals in asset management and wealth management.
aixigo
aixigo offers the fastest wealth management technology. It enables innovation leaders to digitalise all aspects of the personal investment business.