Investment Advisory Software –

massive efficiency profit, through shortened consulting time

aixigo‘s investment advisory software supports your advisers in every aspect of their advisory process. The investment advisory modules of aixigo‘s wealth management platform are API-based, highly efficient and in regulatory compliant.

The massive gain in efficiency resulting from digital and automated investment advice and its processes allows you to put the customer (and thus the advice) back in focus. This is how modern investment advisory software should work.

Discover the functions of our investment advisory software

What is so special about the use of our investment advisory software?

Customer constraints and goals as guidelines for investment advice

For a successful customer-bank relationship it is important that all customer preferences are taken into consideration. For this reason, the customers’ investment preferences are systematically captured and fully integrated into the advisory process using the algorithms.


 

MiFID II and FIDLEG compliant risk profile creation

The creation of a regulatory compliant risk profile is a challenge for many advisers. Incorrect recording may breach regulations and cause delays. An incorrect capture is usually subsequently noticed by the audit check. Our software avoids this by supporting the adviser with the profile creation, and highlights any potentially incorrect information, preventing errors and shortening processes.


 

Optional manual and algorithmic portfolio construction with permanent quality monitoring

Depending on the firm strategy, all types of variants are possible, from completely manual portfolio creation to fully system-generated algorithmic portfolio construction. All framework conditions (e.g. suitability, appropriateness, target market, allocation rules, risk etc.) are automatically taken into account in the algorithmic portfolio construction. The system also provides information on violations of the general conditions in manual portfolio creation. The continuous quality monitoring thus ensures that advisers consistently deliver high quality investment proposals.


 

Generation of customer-specific explanatory texts and fully automatic creation of the suitability declaration

During the advice process, the customer may want to act differently to a recommended action. Our software enables full consideration of customer requirements whilst conforming to regulatory requirements. The integration of regulatory-compliant explanatory texts and the fully automatic creation of the complete suitability declaration (including legally required appendices) in the advisory process make it extremely efficient.


 

Comprehensive back-office tool (administration)

An extensive back-office tool is available to adapt all technical parameters, products and texts (including the automated archiving of productive data records) at any time.

client profile

K&E

goal tracking

case management

counterparty risk

risk KPIs

constraints

model portfolio

finance math

portfolio risk

risk factors

quality parameter

appropriateness

cross border

ESG

illiquid assets

portfolio overview

bank parameter

suitability

target market

product 
handling

back testing

stress testing

manual allocation

product framework

product parameter

product information

structure analysis

individual allocation

optimisation

shopping cart

Monte-Carlo-Simulation

cost clarification

pre-trade check

suitability report

order simulation

tax estimator

info center

order processing

basket order

wrapper

document 
verification

document 
management

reporting

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

Shortened advisory process times

Cost reduction of approximately 50% is generated via the automation, with the requirements of the customer, the firm and the regulations all taken into account.

Reduced risk

The complete documentation of the plausibility-checked investment recommendation removes liability risks.

Minimised mistakes

The complete aixigo investment advisory process integrates the general conditions of the customer, portfolio data, market and product data, all allocation rules of the firm and the regulatory requirements in a single system. At the same time, the system checks the plausibility of the advice and warns of implausible decisions.

Improved sales management

aixigo‘s investment advisory solution enables the implementation of regulatory-compliant campaigns and thus can contribute significantly to increased earnings for the investment business.

Reduced training effort

Thanks to the optimally designed and intuitive process, advisers can focus their attention on the customer. The training and introduction effort is very low.

Increased advice quality

By significantly reducing manual advisory processes, the time saved can be used by the advisers to better understand their customers and deliver better advice. Satisfied customers are more likely to stay with a firm over the long term as their assets grow.

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.

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