Analysing portfolios and assessing performance at tremendous speed

Analysing Kit – Portfolio Performance & Portfolio Analysis Software

aixigo's Analysing Kit is more than portfolio performance and portfolio analysis software. It allows portfolio-related data from various sources to be processed at unprecedented speed. Its monitoring function enables the automatic monitoring of individual key figures, quality measures or benchmarks, while the reporting function allows sharing individual insights with a large number of customers via various channels.

Motivation

Particularly in wealth management, the rapid processing of large amounts of data is a central requirement. The scalable, high-performance algorithms in aixigo's Analysing Kit ensure high-speed processing and the transformation of large amounts of data, enabling fast and innovative services. As a result, portfolio analysis turns into a genuine experience for the customer, the financial adviser and the back-office!

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.

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.

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.).

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.

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.

Portfolio_Explorer-Bloxx_aixigo
Portfolio Explorer:BLOXX

Provides the user interface for displaying and analysing portfolio data.

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.

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.).

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.

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.

Portfolio_Explorer-Bloxx_aixigo
Portfolio Explorer:BLOXX

Provides the user interface for displaying and analysing portfolio data.

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.

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.).

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.

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.

Portfolio_Explorer-Bloxx_aixigo
Portfolio Explorer:BLOXX

Provides the user interface for displaying and analysing portfolio data.

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.

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.).

Finance_Calculators-Bloxx_aixigo
Finance Calculators:BLOXX

Applies mathematical models to predict financial mathematical projections.

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.

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.

Flexible and powerful algorithms

aixigo's Analysing Kit supports the comprehensive analysis of all established performance and risk indicators (e.g., value at risk, Sharpe ratio, maximum drawdown, etc.) – within milliseconds and for virtually any number of portfolios!

Aggregation levels (individual securities, individual customers, customer groups, entire bank) and evaluation criteria (asset classes, industries, sectors, etc.) can be individually selected. aixigo's Analysing Kit provides all capabilities of a first-class portfolio performance and portfolio analysis software. This means, for instance, that comprehensive, individual attribution analysis and contribution analysis can be executed in real-time.

Historical scenario analysis, What-if simulation or Monte Carlo simulation

A historical scenario analysis reveals how a portfolio would have developed in the past under different market conditions. A What-if simulation or Monte Carlo simulation, in contrast, grants you and your customer a glimpse into the future! Diverse scenarios can easily be simulated in this way – this also includes pessimistic or optimistic market developments.

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.

Identifying correlations between portfolio risk factors and market developments

From dry figures towards a gut feeling for financial risks! The Analysing Kit visualises the influence of different risk factors (oil price, currency rate, index development) on the portfolio such that the customer gets a sense of what market risks affect his portfolio.

Like any sound portfolio performance and portfolio analysis software, it offers a multitude of relevant risk indicators to map market risks and thereby allows for a comprehensive (systematic or idiosyncratic, liquid or illiquid assets, past or future-oriented) risk assessment.

Fully automated portfolio monitoring

The fully automated portfolio monitoring allows for the configuration of individual target parameters and threshold values. Thus, all necessary portfolio measures (asset allocation, performance, risk, etc.) can be continuously monitored based on a comparison with the actual values. Once one or several target parameters have been reached, an alert can be triggered. Alerts can be used both internally (financial adviser, back-office) and externally (customer).

Scalable high-speed portfolio reporting

Portfolio analysis results can be compiled easily and rapidly for millions of customers. aixigo's Analysing Kit enables the highly efficient provision of various financial services, such as quarterly or annual reporting. The desired output format is freely adjustable – ranging from a PDF output to raw data output for further processing in other systems, everything is possible. Even the content and design of the portfolio reporting can be configured individually.

Flexible and powerful algorithms

aixigo's Analysing Kit supports the comprehensive analysis of all established performance and risk indicators (e.g., value at risk, Sharpe ratio, maximum drawdown, etc.) – within milliseconds and for virtually any number of portfolios!

Aggregation levels (individual securities, individual customers, customer groups, entire bank) and evaluation criteria (asset classes, industries, sectors, etc.) can be individually selected. aixigo's Analysing Kit provides all capabilities of a first-class portfolio performance and portfolio analysis software. This means, for instance, that comprehensive, individual attribution analysis and contribution analysis can be executed in real-time.

Historical scenario analysis, What-if simulation or Monte Carlo simulation

A historical scenario analysis reveals how a portfolio would have developed in the past under different market conditions. A What-if simulation or Monte Carlo simulation, in contrast, grants you and your customer a glimpse into the future! Diverse scenarios can easily be simulated in this way – this also includes pessimistic or optimistic market developments.

Identifying correlations between portfolio risk factors and market developments

From dry figures towards a gut feeling for financial risks! The Analysing Kit visualises the influence of different risk factors (oil price, currency rate, index development) on the portfolio such that the customer gets a sense of what market risks affect his portfolio.

Like any sound portfolio performance and portfolio analysis software, it offers a multitude of relevant risk indicators to map market risks and thereby allows for a comprehensive (systematic or idiosyncratic, liquid or illiquid assets, past or future-oriented) risk assessment.

Fully automated portfolio monitoring

The fully automated portfolio monitoring allows for the configuration of individual target parameters and threshold values. Thus, all necessary portfolio measures (asset allocation, performance, risk, etc.) can be continuously monitored based on a comparison with the actual values. Once one or several target parameters have been reached, an alert can be triggered. Alerts can be used both internally (financial adviser, back-office) and externally (customer).

Scalable high-speed portfolio reporting

Portfolio analysis results can be compiled easily and rapidly for millions of customers. aixigo's Analysing Kit enables the highly efficient provision of various financial services, such as quarterly or annual reporting. The desired output format is freely adjustable – ranging from a PDF output to raw data output for further processing in other systems, everything is possible. Even the content and design of the portfolio reporting can be configured individually.

Analysing Kit – potential use cases of the portfolio performance & portfolio analysis software

Get insights into possible use cases of our Analysing Kit!

Portfolio analysis

This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Portfolio analysis". 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.

Portfolio monitoring & portfolio reporting

This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Portfolio monitoring & portfolio reporting". 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.

Flexible and intelligent customer, asset & depot segmentation

This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Flexible and intelligent customer, asset & depot segmentation". 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 portfolio performance and portfolio analysis software

Automatic compliance with regulatory requirements

aixigo's Analysing Kit ensures reliable, high-quality creation of all regulatory reports. Statutory deadlines can be met effortlessly with aixigo's wealth management software, even when faced with an extremely high volume of customers or custody accounts.

Attracting the customer's digital awareness

aixigo's Analysing Kit allows you to provide your customers with exclusive and personalised portfolio performance content via multiple channels. Customers appreciate this kind of financial service and consume it regularly! The ideal basis for long-term customer loyalty.

Maximum efficiency for your portfolio reporting

With full automation capabilities, aixigo's Analysing Kit enables the best process efficiency for your portfolio reporting. aixigo's wealth management software analyses and monitors 500,000 portfolios per hour. With this efficiency, you can analyse, monitor and report on more portfolios at once than ever before.

Zero limits for your first-class portfolio analysis

All computed figures are always up to date. They are not pre-calculated but calculated on-demand based on actual rates, master data and transaction data by our high-performance API and provided without delay.

Delight customers through exclusivity & individuality

Focus on exclusivity and individuality for your financial services. aixigo's Analysing Kit enables you to offer your customers unique and high-quality services and allows you to stand out from the competition.

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 Vontobel

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!

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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