Our Customers

Our Customers

Below you will find an excerpt of our customers, whom we may name publicly.

Vontobel

Based on aixigo's Wealth Management Platform, Vontobel offers its wealthy customers a broad range of innovative investment services. aixigo's solutions enable a broad scope of services, ranging from MiFID- and FidleG-compliant investment advice and detailed portfolio risk monitoring to "Volt®", the first active digital wealth management service on the Swiss market.

BNP Paribas

BNP Paribas Wealth Management – Private Banking Germany relies on aixigo's Wealth Management Platform to advise its wealthy customers. The platform provides advisers with a comprehensive overview of the development and structure of the customer portfolios, supports them in optimising customer portfolios and enables an ongoing portfolio monitoring.

Consorsbank

Consorsbank relies on aixigo's Wealth Management Platform to advise its customers. The platform provides advisers with comprehensive portfolio analyses and supports them in the construction of an optimal portfolio. Suitability and appropriateness checks are among the functionalities, as are extensive documentation functions. This service is basically available to hundreds of thousands of customers.

Commerzbank

aixigo is an important strategic partner of Commerzbank for the securities business. Due to the very large number of securities accounts, enormous scalability and mass suitability are essential for Commerzbank. Based on aixigo's Wealth Management Platform Commerzbank offers a wide range of services related to its customers' securities accounts. These services include portfolio and cost reporting, portfolio monitoring, loss monitoring as well as flexible and intelligent customer, securities & custody account segmentation amongst many others. All portfolio key figures and securities data are available to other Commerzbank systems via an API.

TARGOBANK

Targobank is a large retail bank that serves several million customers nationwide in all matters ranging from credit financing and retirement planning to investment advice. For over 15 years, Targobank has relied on aixigo's software to provide its customers with holistic financial advice. Following this holistic approach, aixigo provides Targobank with the appropriate applications for all service offerings at the point of sale. Efficiency and quality of advice are thereby priority.

MLP

MLP has been working with aixigo for many years now, both in the context of holistic investment advice and in various investment contexts. As an example, aixigo's Wealth Management Platform supplies MLP's customers with detailed portfolio and risk analyses through their online banking.

DekaBank

Germany'slargest investment company and aixigo have been working together formany years. In the course of time, aixigo has equipped Dekabank witha variety of applications that enabled product innovations. Thesewere both pure B2C systems for the Dekabank depot and B2Bapplications that were offered to other Sparkassen. Application areasranged from advice on pension products and wealth management to theoptimisation of strategic asset structures for the private bankingunits of the associated Sparkassen.

Hargreaves Lansdown

Hargreaves Lansdown is UK's number one investment firm for private investors. For more than 35 years, they help investors to save time, tax and money when investing. Today, Hargreaves Landsdown serves over 1.5 million customers with more than £120 billion in total assets under management. Hargreaves Lansdown selected aixigo as its technology partner for its future investment advisory software. aixigo's platform enables an efficient, scalable and customer-focused omnichannel advisory journey whilst at the same time significantly supporting advisers in their daily routine.

Vontobel Success Story

Here, you can get an insight into the collaboration between Vontobel and aixigo.

The challenge

Vontobel sought to make its investment expertise available to customers digitally. Customers should benefit from a new and unique wealth management experience that distinguishes itself through intuitive usability.

The result

aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is the Swiss investment house's new digital wealth management service, "Volt®". Vontobel Volt® is the first active digital wealth management solution in Switzerland!

The challenge

Vontobel sought to make its investment expertise available to customers digitally. Customers should benefit from a new and unique wealth management experience that distinguishes itself through intuitive usability.

The result

aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is the Swiss investment house's new digital wealth management service, "Volt®". Vontobel Volt® is the first active digital wealth management solution in Switzerland!

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