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.
- 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
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