Portfolio Management Software –

Enormous Increase in Process Efficiency

Our portfolio management software generates an efficiency boost for your portfolio management. The automation of individual DPM mandates for large portfolios is made significantly easier by partial automation, module methodology and system-supported quality assurance.

If you open up discretionary portfolio management for customers with lower investment amounts, our wealth management software helps you to manage services in an economically attractive manner through efficient back office solutions and automation.

Portfolio management software, inclusive of the automated generation and processing of orders, enables an enormous increase in process efficiencyScalable high-performance rebalancing algorithms ensure that our solutions are also ideally positioned for mass business and can be operated efficiently and stably - even under heavy loads. The digital communication channels associated with our portfolio management software makes it easier to generate additional business with digitally savvy customers and make it easier to attract new customers.

Thought Paper „Swiss Private Banking and the complexity of experiencing it digitally“

This thought paper starts with an examination of customer and provider requirements for a modern and scalable wealth management solution. As a part of it, different wealth management methods are critically compared. In addition, it will show you ways to differentiate yourself from the competition with a unique wealth management service.
 

Download Thought Paper

Discover the functions of aixigo's portfolio management software

What is so special about the use of our portfolio management software?

BPMN as a basis

Fully flexible and individual mapping of your own process using BPMN models based on tried and tested standard processes.


 

Control Center for back office activities

The linchpin for back office control and monitoring of automated portfolio management solutions, and for professional maintenance / configuration including the maintenance of model portfolios and investment modules.


 

CIO approach

Consistent implementation and presentation of CIO strategies, including implementation with investment theme modules, strategy-related sample portfolios - supplemented by individual algorithms.


 

Individual order processing and order release per mandate

Suitable for semi-automated operation, for example through individual order processing and order release per mandate.


 

Portfolio Manager Dashboard

Dashboard enables a complete overview of all mandates and shows the actions required.


 

Timeline for increased performance transparency

Timeline for the client for transparent tracking of the mandate development and all portfolio manager activities. Used as a tool for highlighting portfolio management services instead of pure cost communication.

client profile

K&E

risk KPIs

constraints

model portfolio

cross border

ESG

transactions

corporate actions

target market

reconciliation

manual allocation

product framework

product parameter

structure analysis

cash flow 
analysis

individual allocation

contribution

attribution

cost clarification

order simulation

deposit / payout

performance

order processing

basket order

block order

order approval

regulation monitoring

constraints monitoring

rebalancing

reason management

timeline

building blocks

reporting

structure
monitoring

loss monitoring

benchmarking

investment guidelines

building block allocation

KPI monitoring

These business values are delivered through our portfolio management software for your wealth management

Gains in efficiency and profitability through system-supported activities and automation

The effort of recurring, previously manual activities is permanently reduced through system support, up to the full automation of the control process. The markedly increased process efficiency makes it possible to manage a higher number of mandates and to manage more assets while maintaining the same workload, thus achieving profitability even with lower investment volumes per mandate.

Integrated regulation & compliance conformity

Comprehensive system quality assurance measures ensure that all specifications are automatically monitored and complied with or made available for individual review.

Performance transparency and high quality

Thanks to digitisation and networking, services are becoming more transparent and therefore comparable for all customers. You can realise the desire for truly individual offerings, up-to-date information and high-quality presentations with the help of our portfolio management software.

User experience and customer loyalty

Customers experience all-round modern portfolio management with transparent services, personally valuable information and the opportunity to make decisions and take advantage of offers based on the best possible information. Such an experience creates customer loyalty, as the use of the valued digital offerings becomes a regular part of customer activities.

aixigo's Financial Software Solutions

 

Our product brochures provide a comprehensive insight into the scope and performance of our solutions.

You can download them here free of charge.

Investment Advisory

This brochure contains comprehensive information regarding our investment advisory solution. Besides further information you will find answers to the following questions:

  • What characterises our investment advisory software?
  • What capabilities are provided by aixigo's Investment Advisory Software?
  • What are the highlights of aixigo's Investment Advisory Solution?
  • What specific benefits does our software provide for your investment advice?

 

Portfolio Management

This brochure contains comprehensive information regarding our portfolio management software. In addition to further information, you will find answers to the following questions:

  • What characterizes our portfolio management software?
  • What capabilities are provided by aixigo's portfolio management software?
  • What are the highlights of aixigo's portfolio management software?
  • What specific benefits does our software provide for your portfolio management?

Portfolio Analysis & Monitoring

This brochure contains comprehensive information regarding our portfolio analysis & monitoring software. Besides further information you will find answers to the following questions:

  • What characterizes our portfolio analysis & monitoring software?
  • What capabilities are provided by aixigo's portfolio analysis & monitoring software?
  • What are the highlights of aixigo's portfolio analysis & monitoring software?
  • What specific benefits does our software provide for your portfolio analysis & monitoring?

Risk Management

This brochure contains comprehensive information regarding our risk management software. Besides further information you will find answers to the following questions:

  • What characterizes our risk management software?
  • What capabilities are provided by aixigo's risk management software?
  • What are the highlights of aixigo’s risk management software?
  • What specific benefits does our software provide for your risk management software?

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