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

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.

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

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.

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

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.

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.

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.

Rebalancing-Bloxx_aixigo
Rebalancing:BLOXX

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

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.

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.

Client_Management-Bloxx_aixigo
Client Management:BLOXX

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

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.

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.

Order_Disposition-Bloxx_aixigo
Order Disposition:BLOXX

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

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.

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.

Report_Engine-Bloxx_aixigo
Report Engine:BLOXX

Provides the technical basis for the creation of reports.

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.

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

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.

READ MORE
Portfolio_Analysis_Software_Teaser_aixigo

Analysing Kit

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

READ MORE
Portfolio_Management_Software_Teaser_aixigo

Managing Kit

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

READ MORE
Financial_Planning_Software_Teaser_aixigo_EN

Planning Kit

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

READ MORE
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.

READ MORE

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.

READ MORE
Portfolio_Analysis_Software_Teaser_aixigo

Analysing Kit

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

READ MORE
Portfolio_Management_Software_Teaser_aixigo

Managing Kit

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

READ MORE
Financial_Planning_Software_Teaser_aixigo_EN

Planning Kit

More than financial planning software – bundled capabilities 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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