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.
The API-driven solution is powered by data in your systems and processed using robust, proven algorithms. As a Backbase partner we have invested in creating integration connectors to reduce the time to implement and time-to-value.
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