aixigo

Categories: Robo advisory / Wealth

aixigo

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.

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

Want to add aixigo to Backbase? Let’s talk!