Increasing process efficiency by means of technological support

Advising Kit – Investment Advisory Software

aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer!

Motivation

Our Advising Kit aims to significantly reduce the effort and complexity of providing a regulation-compliant investment recommendation. By combining proven investment advisory software capabilities with innovative new capabilities, it guarantees complete regulatory compliance, relieves advisers and places the customer in the spotlight – the result is a high-quality financial service!

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.

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.

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.

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.

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.

Report_Engine-Bloxx_aixigo
Report Engine:BLOXX

Provides the technical basis for the creation of reports.

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.

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.

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.

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.

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.

Report_Engine-Bloxx_aixigo
Report Engine:BLOXX

Provides the technical basis for the creation of reports.

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.

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.

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.

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.

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.

Report_Engine-Bloxx_aixigo
Report Engine:BLOXX

Provides the technical basis for the creation of reports.

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.

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.

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.

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.

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.

Report_Engine-Bloxx_aixigo
Report Engine:BLOXX

Provides the technical basis for the creation of reports.

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.

MiFID II and FIDLEG compliant risk profile

The creation of a regulation-compliant risk profile constitutes the basis of investment advice, but represents a challenge for many financial advisers and carries a high risk of mistakes. aixigo's Advising Kit prevents erroneous entries. It assists the adviser in the profile creation and highlights potentially conflicting information.

Manual or algorithmic portfolio construction including ongoing quality monitoring

Unlike standard investment advisory software, aixigo's Advising Kit signals violations of the predefined framework conditions utilising an alert – irrespective of whether the bank's strategy requires manual or fully automated algorithmic portfolio construction. This ongoing quality monitoring ensures that the investment recommendation of the financial adviser consistently achieves a high level of quality.

Egal ob je nach Bankstrategie eine manuelle oder systemgenerierte algorithmische Portfoliokonstruktion gewünscht ist – mit aixigo's Anlageberatung Software, dem Advising Kit, werden Verletzungen der vorgegebenen Rahmenbedingungen in Form eines Hinweises gemeldet. Diese kontinuierliche Qualitätsüberwachung stellt somit sicher, dass die Anlageempfehlung des Finanzberaters permanent eine hohe Qualität erreicht.

Regulatory mandatory as well as promotional simulations & analyses

Various simulations and analyses can be carried out by the financial adviser to enhance the transparency and comprehensibility of an investment recommendation. Such analyses may be motivated by regulatory requirements (cost-benefit analysis of reallocations) or by sales considerations (scenario analysis, Monte Carlo simulation). Furthermore, a before-and-after comparison permits communicating the benefits of the recommended investment to the customer in a transparent and comprehensible way.

MiFID II and FIDLEG compliant risk profile

The creation of a regulation-compliant risk profile constitutes the basis of investment advice, but represents a challenge for many financial advisers and carries a high risk of mistakes. aixigo's Advising Kit prevents erroneous entries. It assists the adviser in the profile creation and highlights potentially conflicting information.

Manual or algorithmic portfolio construction including ongoing quality monitoring

Unlike standard investment advisory software, aixigo's Advising Kit signals violations of the predefined framework conditions utilising an alert – irrespective of whether the bank's strategy requires manual or fully automated algorithmic portfolio construction. This ongoing quality monitoring ensures that the investment recommendation of the financial adviser consistently achieves a high level of quality.

Regulatory mandatory as well as promotional simulations & analyses

Various simulations and analyses can be carried out by the financial adviser to enhance the transparency and comprehensibility of an investment recommendation. Such analyses may be motivated by regulatory requirements (cost-benefit analysis of reallocations) or by sales considerations (scenario analysis, Monte Carlo simulation). Furthermore, a before-and-after comparison permits communicating the benefits of the recommended investment to the customer in a transparent and comprehensible way.

Advising Kit – potential use cases of the investment advisory software

Get insights into possible use cases of our Advising Kit.

Standardised advice with a model portfolio

This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Standardised advice with a model portfolio". Furthermore, you will learn about the customisation options aixigo's software solution offers.

Get the graphic in best resolution by clicking the button below and discover all the details.

Advice with individual and manual portfolio construction

This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Advice with individual and manual portfolio construction". Furthermore, you will learn about the customisation options aixigo's software solution offers.

Get the graphic in best resolution by clicking the button below and discover all the details.

Customisable advice & monitoring with algorithmic support

This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Customisable advice & monitoring with algorithmic support". Furthermore, you will learn about the customisation options aixigo's software solution offers.

Get the graphic in best resolution by clicking the button below and discover all the details.

Customisable, regulation-compliant advice with algorithmic support

This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Customisable, regulation-compliant advice with algorithmic support". Furthermore, you will learn about the customisation options aixigo's software solution offers.

Get the graphic in best resolution by clicking the button below and discover all the details.

Business values of aixigo's investment advisory software

Enhanced quality of advice

By significantly reducing time-consuming processes, the extra time can now be reinvested into the customer interaction. This turns investment advice into a genuine customer experience and ensures the best possible service.

Intuitive usability

Thanks to the intuitive user interface of aixigo’s Advising Kit and the technically guided investment advisory process, the financial adviser can direct his full attention to the customer. Training and initial effort is minimal!

Minimum probability of mistakes

aixigo's wealth management software takes into account all framework conditions of investment advice (e.g., customer preferences, portfolio data, market and product data, allocation rules, regulations). The automated plausibility check prevents erroneous decision-making.

Shortened advisory process duration

Digitalisation and the automated consideration of all framework conditions (e.g., customer, bank and regulatory requirements) reduce expenses by approximately 50%.

Reduction of operational risks

The comprehensive documentation of the plausibility-checked investment recommendation guarantees regulatory compliance and eliminates liability risks.

Improved sales management

aixigo's Advising Kit enables the execution of various regulation-compliant sales campaigns and significantly contributes to increased earnings in the investment business.

Thought Paper – Swiss Private Banking

Discover which opportunities technology provides to combine the best of two worlds – traditional wealth management and robo advisors – and how this becomes a personalised and tangible service.

What are customers' and providers' requirements for contemporary and scalable wealth management?

How have Swiss investors' needs changed?

How to create an exclusive yet scalable service that can unlock new revenue streams?

How does the "New Digital Wealth Management" differ from other forms of wealth management?

Thought Paper – Swiss Private Banking

Discover which opportunities technology provides to combine the best of two worlds – traditional wealth management and robo advisors – and how this becomes a personalised and tangible service.

What are customers' and providers' requirements for contemporary and scalable wealth management?

How to create an exclusive yet scalable service that can unlock new revenue streams?

How have Swiss investors' needs changed?

How does the "New Digital Wealth Management" differ from other forms of wealth management?

Professional Services

Benefit from aixigo's Professional Services by transforming our wealth management aixigo:BLOXX into new, exciting, flexible and tailor-made financial services.

Specification

Collaborative process to create a customised concept for a new and innovative financial service based on your requirements and the wealth management aixigo:BLOXX.

Development

Agile and close collaboration to quickly deliver added value to your wealth management offering.

Delivery

Whether on-premise, hosted on your server or in the cloud, we offer easy deployment of our API-based wealth management software and simple integration into your IT infrastructure.

Quality Assurance

Quality assurance is an integral part of the overall development process to ensure aixigo's high quality standard is maintained from initial development to post-delivery.

Professional Services

Benefit from aixigo's Professional Services by transforming our wealth management aixigo:BLOXX into new, exciting, flexible and tailor-made financial services.

Specification

Collaborative process to create a customised concept for a new and innovative financial service based on your requirements and the wealth management aixigo:BLOXX.

Development

Agile and close collaboration to quickly deliver added value to your wealth management offering.

Delivery

Whether on-premise, hosted on your server or in the cloud, we offer easy deployment of our API-based wealth management software and simple integration into your IT infrastructure.

Quality Assurance

Quality assurance is an integral part of the overall development process to ensure aixigo's high quality standard is maintained from initial development to post-delivery.

Success Story BNP Paribas

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

The challenge

"BNP Paribas Wealth Management – Private Banking" aspired to further evolve into a next-generation and forward-looking private bank. Therefore, they sought a digital platform that would meet the requirements of investment advisory and discretionary portfolio management (DPM) while considering individual customer preferences.

The result

aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is a new portfolio management system that combines the best of investment advisory and discretionary portfolio management.

The challenge

"BNP Paribas Wealth Management – Private Banking" aspired to further evolve into a next-generation and forward-looking private bank. Therefore, they sought a digital platform that would meet the requirements of investment advisory and discretionary portfolio management (DPM) while considering individual customer preferences.

The result

aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is a new portfolio management system that combines the best of investment advisory and discretionary portfolio management.

Serviceleistungen des aixigo Wealth Management Lab

aixigo Future
Service Concept

Im Rahmen eines Concept Sprints erhalten Sie innerhalb von 5 Tagen ein Konzept für eine innovative Finanzdienstleistung inkl. Personas, User-Journey, Prototyp, Wettbewerbsbetrachtung, Business Modell-Effekte sowie einen groben Umsetzungsplan.

aixigo Solution
Design Sketch

Im Rahmen eines Design Sprints erhalten Sie innerhalb von 5 Tagen einen Entwurf für eine Teilfunktion Ihrer zukünftigen Lösung. Dies umfasst die Dokumentation der relevanten Prozesse sowie einen Wireframe-Prototyp des Frontends für die wesentlichen Nutzungsszenarien.

aixigo Solution
Design Draft

Im Rahmen der von aixigo entwickelten Power Session Methodik erhalten Sie innerhalb von 3-5 Wochen ein vollständiges Grobkonzept Ihrer zukünftigen Lösung. Dies umfasst neben einer Dokumentation von Prozessen, einen Wireframe-Prototyp des Frontends, eine Übersicht der erforderlichen Algorithmen sowie eine Landkarte umgebender Systeme & Schnittstellen.

aixigo Future Service
Concept

Im Rahmen eines Concept Sprints erhalten Sie innerhalb von 5 Tagen ein Konzept für eine innovative Finanzdienstleistung inkl. Personas, User-Journey, Prototyp, Wettbewerbsbetrachtung, Business Modell-Effekte sowie einen groben Umsetzungsplan.

aixigo Design Solution Sketch

Im Rahmen eines Design Sprints erhalten Sie innerhalb von 5 Tagen einen Entwurf für eine Teilfunktion Ihrer zukünftigen Lösung. Dies umfasst die Dokumentation der relevanten Prozesse sowie einen Wireframe-Prototyp des Frontends für die wesentlichen Nutzungsszenarien.

aixigo Design Solution Sketch

Im Rahmen der von aixigo entwickelten Power Session Methodik erhalten Sie innerhalb von 3-5 Wochen ein vollständiges Grobkonzept Ihrer zukünftigen Lösung. Dies umfasst neben einer Dokumentation von Prozessen, einen Wireframe-Prototyp des Frontends, eine Übersicht der erforderlichen Algorithmen sowie eine Landkarte umgebender Systeme & Schnittstellen.

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