Unique wealth management services thanks to flexible API technology

aixigo's high-performance 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_aixigo
API-Gateway:BLOXX

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

Portfolio_Analytics-Bloxx_aixigo
Portfolio Analytics:BLOXX

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

Risk_Engine-Bloxx_aixigo
Risk Engine:BLOXX

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

Portfolio_Explorer-Bloxx_aixigo
Portfolio Explorer:BLOXX

Provides the user interface for displaying and analysing portfolio data.

Composition-Bloxx_aixigo
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_aixigo
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_aixigo
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_aixigo
Activity Management:BLOXX

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

Rebalancing-Bloxx_aixigo
Rebalancing:BLOXX

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

Order_Management-Bloxx_aixigo
Order Management:BLOXX

Enables the execution and tracing of orders.

Portfolio_Monitoring-Bloxx_aixigo
Portfolio Monitoring:BLOXX

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

Portfolio_Reporting-Bloxx_aixigo
Portfolio Reporting:BLOXX

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

Document_Management-Bloxx_aixigo
Document Management:BLOXX

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

Financial_Planning-Bloxx_aixigo
Financial Planning:BLOXX

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

Client_Management-Bloxx_aixigo
Client Management:BLOXX

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

Case_Management-Bloxx_aixigo
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_aixigo
Client Profiling:BLOXX

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

Goals_und_Constraints-Bloxx_aixigo
Goals & Constraints:BLOXX

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

Portfolio_Compliance-Bloxx_aixigo
Portfolio Compliance:BLOXX

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

Portfolio_Construction-Bloxx_aixigo
Portfolio Construction:BLOXX

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

Order_Disposition-Bloxx_aixigo
Order Disposition:BLOXX

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

Data_Extraction-Bloxx_aixigo
Data Extraction:BLOXX

Provides the infrastructure for creating mass reports.

Timline-Bloxx_aixigo
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_aixigo
Portfolio Intelligence:BLOXX

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

Finance_Calculators-Bloxx_aixigo
Finance Calculators:BLOXX

Applies mathematical models to predict financial mathematical projections.

Process_Orchestration-Bloxx_aixigo
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_aixigo
Report Engine:BLOXX

Provides the technical basis for the creation of reports.

Data_Reconciliation-Bloxx_aixigo
Data Reconciliation:BLOXX

Enables the post processing of erroneous data.

Data_Hub-Bloxx_aixigo
Data Hub:BLOXX

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

Technology_Core-Bloxx_aixigo
Technology Core:BLOXX

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

High_Performance_Layer-Bloxx_aixigo
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.

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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.

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What is the Hype Cycle?

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What is "Roboadvice 2.0"?

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What are the benefits and drivers?

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How is the technology applied at aixigo?

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Discover aixigo's Wealth Management Platform

Discover aixigo's Solution Kits

Investment_Advisory_Software_Teaser_aixigo

Advising Kit

More than investment advisory software – bundled capabilities for the efficient and regulation-compliant creation of an investment recommendation.

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Portfolio_Analysis_Software_Teaser_aixigo

Analysing Kit

More than portfolio performance and portfolio analysis software – bundled capabilities for professional and scalable services.

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Managing Kit

More than portfolio management software – bundled capabilities for innovative and scalable portfolio management.

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Financial_Planning_Software_Teaser_aixigo_EN

Planning Kit

More than financial planning software – bundled capabilities for comprehensive and transparent financial planning.

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Build_your_own_inovation_Teaser_Unterseite_aixigo

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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Discover aixigo's Solution Kits

Investment_Advisory_Software_Teaser_aixigo

Advising Kit

More than investment advisory software – bundled capabilities for the efficient and regulation-compliant creation of an investment recommendation.

arrow rightREAD MORE
Portfolio_Analysis_Software_Teaser_aixigo

Analysing Kit

More than portfolio performance and portfolio analysis software – bundled capabilities for professional and scalable services.

arrow rightREAD MORE
Portfolio_Management_Software_Teaser_aixigo

Managing Kit

More than portfolio management software – bundled capabilities for innovative and scalable portfolio management.

arrow rightREAD MORE
Financial_Planning_Software_Teaser_aixigo_EN

Planning Kit

More than financial planning software – bundled capabilities for comprehensive and transparent financial planning.

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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).

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