Unique wealth management services thanks to flexible API technology

aixigo:BLOXX – Wealth Management Platform

aixigo's Wealth Management Platform provides our high-performance aixigo:BLOXX, which flexibly can be combined thanks to API technology. As the composition of the aixigo:BLOXX is fully customisable, financial service providers enjoy the freedom to design wealth management services perfectly tailored to their individual requirements and preferences.

API-Gateway:BLOXX

Serves the authentication, i.e., the verification and authorisation of a user's identity.

Portfolio Analytics:BLOXX

Used to analyse financial products, portfolios and benchmarks based on current and historical market and portfolio data.

Risk Engine:BLOXX

Identifies risks caused, for example, by economic developments or price fluctuations.

Portfolio Explorer:BLOXX

Provides the user interface for displaying and analysing portfolio data.

Asset Composition:BLOXX

Serves the selection and aggregation of building blocks, financial products, model portfolios and benchmarks and the management of reports.

Control Center:BLOXX

The UI concept to display the dashboards of the User Management:BLOXX, Asset Composition:BLOXX and Activity Management:BLOXX.

User Management:BLOXX

Management of user data and their mutual relationships as well as the roles and rights required for using all functionalities of the aixigo:BLOXX.

Activity Management:BLOXX

Enables the management and chronological processing of activities (e.g., disbursements) that initiate individual workflows.

Rebalancing:BLOXX

Used to compare the target and current structure and generates order suggestions in the event of deviations.

Order Management:BLOXX

Enables the execution and tracing of orders.

Portfolio Monitoring:BLOXX

Enables manual or automatic monitoring of portfolios and the related financial products.

Portfolio Reporting:BLOXX

Provides report templates for different use cases (e.g., loss threshold report, quarterly report, etc.).

Document Management:BLOXX

Allows creation & management of documentations as well as optional editing options, including a quality assurance process for approvals.

Financial Planning:BLOXX

Simulates the income and wealth development of end customers over time and assesses the resilience utilising financial events.

Client Management:BLOXX

Administers and identifies the need for action concerning customers and portfolios.

Case Management:BLOXX

An advisory process may extend several appointments and different participants. Our case management ensures the integrity of this process.

Client Profiling:BLOXX

Merges risk capacity and attitude into a risk profile and supplements it with experience & knowledge.

Goals & Constraints:BLOXX

Administers the investment goals, constraints & customer specifications related to a portfolio.

Portfolio Compliance:BLOXX

Maps legally required declarations and justifications, incl. assessment of appropriateness, suitability & target market.

Portfolio Construction:BLOXX

Calculates an individual target allocation and enables manual portfolio construction. This can be done using various constraints.

Order Disposition:BLOXX

Used for the processing of order proposals and displaying their impact on compliance and constraints.

Data Extraction:BLOXX

Provides the infrastructure for creating mass reports.

Timeline:BLOXX

Serves as an event system to provide customer-relevant professional news on the customer' s custody accounts and nurture customer relations.

Portfolio Intelligence:BLOXX

Provides the search engine to identify and segment customers, custody accounts and securities based on sophisticated search criteria.

Finance Calculators:BLOXX

Applies mathematical models to predict financial mathematical projections.

Process Orchestration:BLOXX

Enables usage of the workflow management system Camunda, which allows combining workflow elements in a structured way as well as visualising them.

Report Engine:BLOXX

Provides the technical basis for the creation of reports.

Data Reconciliation:BLOXX

Enables the post processing of erroneous data.

Data Hub:BLOXX

Captures the entire database of all aixigo:BLOXX and enables the efficient import of large amounts of data.

Technology Core:BLOXX

Forms the technical foundation for the functionality of other aixigo:BLOXX.

High Performance Layer:BLOXX

Lays the technical foundation for the functionality of other aixigo:BLOXX using concepts such as the cache layer and the streaming API.

API-Gateway:BLOXX

Serves the authentication, i.e., the verification and authorisation of a user's identity.

Portfolio Analytics:BLOXX

Used to analyse financial products, portfolios and benchmarks based on current and historical market and portfolio data.

Risk Engine:BLOXX

Identifies risks caused, for example, by economic developments or price fluctuations.

Portfolio Explorer:BLOXX

Provides the user interface for displaying and analysing portfolio data.

Asset Composition:BLOXX

Serves the selection and aggregation of building blocks, financial products, model portfolios and benchmarks and the management of reports.

Control Center:BLOXX

The UI concept to display the dashboards of the User Management:BLOXX, Asset Composition:BLOXX and Activity Management:BLOXX.

User Management:BLOXX

Management of user data and their mutual relationships as well as the roles and rights required for using all functionalities of the aixigo:BLOXX.

Activity Management:BLOXX

Enables the management and chronological processing of activities (e.g., disbursements) that initiate individual workflows.

Rebalancing:BLOXX

Used to compare the target and current structure and generates order suggestions in the event of deviations.

Order Management:BLOXX

Enables the execution and tracing of orders.

Portfolio Monitoring:BLOXX

Enables manual or automatic monitoring of portfolios and the related financial products.

Portfolio Reporting:BLOXX

Provides report templates for different use cases (e.g., loss threshold report, quarterly report, etc.).

Document Management:BLOXX

Allows creation & management of documentations as well as optional editing options, including a quality assurance process for approvals.

Financial Planning:BLOXX

Simulates the income and wealth development of end customers over time and assesses the resilience utilising financial events.

Client Management:BLOXX

Administers and identifies the need for action concerning customers and portfolios.

Case Management:BLOXX

An advisory process may extend several appointments and different participants. Our case management ensures the integrity of this process.

Client Profiling:BLOXX

Merges risk capacity and attitude into a risk profile and supplements it with experience & knowledge.

Goals & Constraints:BLOXX

Administers the investment goals, constraints & customer specifications related to a portfolio.

Portfolio Compliance:BLOXX

Maps legally required declarations and justifications, incl. assessment of appropriateness, suitability & target market.

Portfolio Construction:BLOXX

Calculates an individual target allocation and enables manual portfolio construction. This can be done using various constraints.

Order Disposition:BLOXX

Used for the processing of order proposals and displaying their impact on compliance and constraints.

Data Extraction:BLOXX

Provides the infrastructure for creating mass reports.

Timeline:BLOXX

Serves as an event system to provide customer-relevant professional news on the customer' s custody accounts and nurture customer relations.

Portfolio Intelligence:BLOXX

Provides the search engine to identify and segment customers, custody accounts and securities based on sophisticated search criteria.

Finance Calculators:BLOXX

Applies mathematical models to predict financial mathematical projections.

Process Orchestration:BLOXX

Enables usage of the workflow management system Camunda, which allows combining workflow elements in a structured way as well as visualising them.

Report Engine:BLOXX

Provides the technical basis for the creation of reports.

Data Reconciliation:BLOXX

Enables the post processing of erroneous data.

Data Hub:BLOXX

Captures the entire database of all aixigo:BLOXX and enables the efficient import of large amounts of data.

Technology Core:BLOXX

Forms the technical foundation for the functionality of other aixigo:BLOXX.

High Performance Layer:BLOXX

Lays the technical foundation for the functionality of other aixigo:BLOXX using concepts such as the cache layer and the streaming API.

API-Gateway:BLOXX

Serves the authentication, i.e., the verification and authorisation of a user's identity.

Portfolio Analytics:BLOXX

Used to analyse financial products, portfolios and benchmarks based on current and historical market and portfolio data.

Risk Engine:BLOXX

Identifies risks caused, for example, by economic developments or price fluctuations.

Portfolio Explorer:BLOXX

Provides the user interface for displaying and analysing portfolio data.

Asset Composition:BLOXX

Serves the selection and aggregation of building blocks, financial products, model portfolios and benchmarks and the management of reports.

Control Center:BLOXX

The UI concept to display the dashboards of the User Management:BLOXX, Asset Composition:BLOXX and Activity Management:BLOXX.

User Management:BLOXX

Management of user data and their mutual relationships as well as the roles and rights required for using all functionalities of the aixigo:BLOXX.

Activity Management:BLOXX

Enables the management and chronological processing of activities (e.g., disbursements) that initiate individual workflows.

Rebalancing:BLOXX

Used to compare the target and current structure and generates order suggestions in the event of deviations.

Order Management:BLOXX

Enables the execution and tracing of orders.

Portfolio Monitoring:BLOXX

Enables manual or automatic monitoring of portfolios and the related financial products.

Portfolio Reporting:BLOXX

Provides report templates for different use cases (e.g., loss threshold report, quarterly report, etc.).

Document Management:BLOXX

Allows creation & management of documentations as well as optional editing options, including a quality assurance process for approvals.

Financial Planning:BLOXX

Simulates the income and wealth development of end customers over time and assesses the resilience utilising financial events.

Client Management:BLOXX

Administers and identifies the need for action concerning customers and portfolios.

Case Management:BLOXX

An advisory process may extend several appointments and different participants. Our case management ensures the integrity of this process.

Client Profiling:BLOXX

Merges risk capacity and attitude into a risk profile and supplements it with experience & knowledge.

Goals & Constraints:BLOXX

Administers the investment goals, constraints & customer specifications related to a portfolio.

Portfolio Compliance:BLOXX

Maps legally required declarations and justifications, incl. assessment of appropriateness, suitability & target market.

Portfolio Construction:BLOXX

Calculates an individual target allocation and enables manual portfolio construction. This can be done using various constraints.

Order Disposition:BLOXX

Used for the processing of order proposals and displaying their impact on compliance and constraints.

Data Extraction:BLOXX

Provides the infrastructure for creating mass reports.

Timeline:BLOXX

Serves as an event system to provide customer-relevant professional news on the customer' s custody accounts and nurture customer relations.

Portfolio Intelligence:BLOXX

Provides the search engine to identify and segment customers, custody accounts and securities based on sophisticated search criteria.

Finance Calculators:BLOXX

Applies mathematical models to predict financial mathematical projections.

Process Orchestration:BLOXX

Enables usage of the workflow management system Camunda, which allows combining workflow elements in a structured way as well as visualising them.

Report Engine:BLOXX

Provides the technical basis for the creation of reports.

Data Reconciliation:BLOXX

Enables the post processing of erroneous data.

Data Hub:BLOXX

Captures the entire database of all aixigo:BLOXX and enables the efficient import of large amounts of data.

Technology Core:BLOXX

Forms the technical foundation for the functionality of other aixigo:BLOXX.

High Performance Layer:BLOXX

Lays the technical foundation for the functionality of other aixigo:BLOXX using concepts such as the cache layer and the streaming API.

API-Gateway:BLOXX

Serves the authentication, i.e., the verification and authorisation of a user's identity.

Portfolio Analytics:BLOXX

Used to analyse financial products, portfolios and benchmarks based on current and historical market and portfolio data.

Risk Engine:BLOXX

Identifies risks caused, for example, by economic developments or price fluctuations.

Portfolio Explorer:BLOXX

Provides the user interface for displaying and analysing portfolio data.

Asset Composition:BLOXX

Serves the selection and aggregation of building blocks, financial products, model portfolios and benchmarks and the management of reports.

Control Center:BLOXX

The UI concept to display the dashboards of the User Management:BLOXX, Asset Composition:BLOXX and Activity Management:BLOXX.

User Management:BLOXX

Management of user data and their mutual relationships as well as the roles and rights required for using all functionalities of the aixigo:BLOXX.

Activity Management:BLOXX

Enables the management and chronological processing of activities (e.g., disbursements) that initiate individual workflows.

Order Management:BLOXX

Enables the execution and tracing of orders.

Portfolio Monitoring:BLOXX

Enables manual or automatic monitoring of portfolios and the related financial products.

Rebalancing:BLOXX

Used to compare the target and current structure and generates order suggestions in the event of deviations.

Portfolio Reporting:BLOXX

Provides report templates for different use cases (e.g., loss threshold report, quarterly report, etc.).

Document Management:BLOXX

Allows creation & management of documentations as well as optional editing options, including a quality assurance process for approvals.

Financial Planning:BLOXX

Simulates the income and wealth development of end customers over time and assesses the resilience utilising financial events.

Case Management:BLOXX

An advisory process may extend several appointments and different participants. Our case management ensures the integrity of this process.

Client Profiling:BLOXX

Merges risk capacity and attitude into a risk profile and supplements it with experience & knowledge.

Client Management:BLOXX

Administers and identifies the need for action concerning customers and portfolios.

Goals & Constraints:BLOXX

Administers the investment goals, constraints & customer specifications related to a portfolio.

Portfolio Compliance:BLOXX

Maps legally required declarations and justifications, incl. assessment of appropriateness, suitability & target market.

Portfolio Construction:BLOXX

Calculates an individual target allocation and enables manual portfolio construction. This can be done using various constraints.

Data Extraction:BLOXX

Provides the infrastructure for creating mass reports.

Timeline:BLOXX

Serves as an event system to provide customer-relevant professional news on the customer' s custody accounts and nurture customer relations.

Order Disposition:BLOXX

Used for the processing of order proposals and displaying their impact on compliance and constraints.

Portfolio Intelligence:BLOXX

Provides the search engine to identify and segment customers, custody accounts and securities based on sophisticated search criteria.

Finance Calculators:BLOXX

Applies mathematical models to predict financial mathematical projections.

Process Orchestration:BLOXX

Enables usage of the workflow management system Camunda, which allows combining workflow elements in a structured way as well as visualising them.

Data Reconciliation:BLOXX

Enables the post processing of erroneous data.

Data Hub:BLOXX

Captures the entire database of all aixigo:BLOXX and enables the efficient import of large amounts of data.

Report Engine:BLOXX

Provides the technical basis for the creation of reports.

Technology Core:BLOXX

Forms the technical foundation for the functionality of other aixigo:BLOXX.

High Performance Layer:BLOXX

Lays the technical foundation for the functionality of other aixigo:BLOXX using concepts such as the cache layer and the streaming API.

Article – Gartner Hype Cycle

aixigo has been featured in Gartner's "Hype Cycle for Digital Banking Transformation, 2021" regarding "Roboadvisor 2.0" technology. The article summarises the most important information.

What is the Hype Cycle?

What is "Roboadvice 2.0"?

What are the benefits and drivers?

How is the technology applied at aixigo?

Article – Gartner Hype Cycle

aixigo has been featured in Gartner's "Hype Cycle for Digital Banking Transformation, 2021" regarding "Roboadvisor 2.0" technology. The article summarises the most important information.

What is the Hype Cycle?

What are the benefits and drivers?

What is "Roboadvice 2.0"?

How is the technology applied at aixigo?

Discover aixigo's Wealth Management Platform

Discover aixigo's Solution Kits

Advising Kit

aixigo's investment advisory software for the efficient and regulation-compliant creation of an investment recommendation.

READ MORE

Analysing Kit

aixigo's portfolio performance and portfolio analysis software for professional and scalable services.

READ MORE

Managing Kit

aixigo's portfolio management software for innovative and scalable portfolio management.

READ MORE

Planning Kit

aixigo's financial planning software for comprehensive and transparent financial planning.

READ MORE

Build your own innovation

In aixigo's Wealth Management Lab kreieren wir gemeinsam mit Ihnen neue Services für Ihr Wealth Management.

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Entdecken Sie aixigo's Solution Kits

Advising Kit

aixigo's investment advisory software for the efficient and regulation-compliant creation of an investment recommendation.

READ MORE

Analysing Kit

aixigo's portfolio performance and portfolio analysis software for professional and scalable services.

READ MORE

Managing Kit

aixigo's portfolio management software for innovative and scalable portfolio management.

READ MORE

Planning Kit

aixigo's financial planning software for comprehensive and transparent financial planning.

READ MORE

Community Portal

Our Community Portal supplies users of our Wealth Management Platform with useful product information, expert knowledge and on-demand guidance for the daily use of the aixigo:BLOXX.

aixigo:BLOXX Capabilities

This section of our Community Portal provides you with detailed information on the capabilities of the aixigo:BLOXX.

API Docs

The API Docs section contains detailed documentation for each endpoint of our REST APIs (including description, request and response syntax and sample code).

aixigo:BLOXX Capabilities

This section of our Community Portal provides you with detailed information on the capabilities of the aixigo:BLOXX.

API Docs

The API Docs section contains detailed documentation for each endpoint of our REST APIs (including description, request and response syntax and sample code).

aixigo:BLOXX Capabilities

This section of our Community Portal provides you with detailed information on the capabilities of the aixigo:BLOXX.

API Docs

The API Docs section contains detailed documentation for each endpoint of our REST APIs (including description, request and response syntax and sample code).

Newsletter

Stay informed about the latest industry news with our newsletter and be the first to receive all news from the aixigo universe.
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