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 efficiency. Scalable 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.
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.
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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
tax estimator
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
reporting
structure & KPI monitoring
loss monitoring
bench marking
investment
guidelines
building block
allocation
KPI monitoring
These business values are delivered through our portfolio management software for your wealth management
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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.
