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aixigo's Planning Kit is more than financial planning software. It enables flexible and transparent planning of the customer's financial future employing high-performance algorithms. The wealth management software can be deployed as a stand-alone solution or be integrated into existing processes.
The Planning Kit is designed to offer customers comprehensible and secure financial planning. aixigo's Planning Kit includes all regulatory and algorithmic capabilities of a financial planning software to flexibly and transparently demonstrate the interdependencies of wealth development under certain conditions.
Serves the authentication, i.e., the verification and authorisation of a user's identity.
Management of user data and their mutual relationships as well as the roles and rights required for using all functionalities of the aixigo:BLOXX.
Allows creation & management of documentations as well as optional editing options, including a quality assurance process for approvals.
Simulates the income and wealth development of end customers over time and assesses the resilience utilising financial events.
An advisory process may extend several appointments and different participants. Our case management ensures the integrity of this process.
Applies mathematical models to predict financial mathematical projections.
Provides the technical basis for the creation of reports.
Captures the entire database of all aixigo:BLOXX and enables the efficient import of large amounts of data.
Forms the technical foundation for the functionality of other aixigo:BLOXX.
Lays the technical foundation for the functionality of other aixigo:BLOXX using concepts such as the cache layer and the streaming API.
Thanks to its flexible API approach, aixigo's Planning Kit can be deployed both as an integrated or stand-alone solution. As a result, it can support or realise a multitude of different processes and services. The same applies to the required data, which can either be supplied through integration with another system or entered manually.
Due to narrowing down financial instruments to their underlying, relevant detailed parameters (such as value, yield, rates, etc.), aixigo's Planning Kit allows planning based on different financial instruments and life events completely out-of-the-box – fully adjustable for your institution.
Relevant detailed parameters are those having an influence on the cash flow. Thus, assets, pensions, insurances and individual events (e.g., wedding, house purchase, etc.) can be flexibly taken into account.
As is usual in the application of financial planning software, the what-if simulation of possible events (market crash, loss of income, early/late death, etc.) allows assessing the resilience and consistency of the financial plan. The Planning Kit thereby facilitates identifying potential gaps in the financial plan, which can be bridged in conjunction with the customer. Your cross-selling opportunities increase.
The Planning Kit features configurable reallocation rules for purchases and sales that ensure that surplus liquidity in a given year is reinvested in a target-oriented manner and that annual liquidity deficits are balanced by targeted sales. The annual liquidity balance considers all cash flows arising from different sources (income, expenses, financial instruments, events).
Following the concept of a comprehensive financial planning software, aixigo's Planning Kit covers country-specific regulations and tax regulations, thereby ensuring that different requirements for financial planning are met. This also permits cross-border operations.
aixigo's Planning Kit provides different time series as output parameters (e.g., income, assets, loans & liabilities, inheritance & inheritance tax). These time series also contain detailed calculation outputs which ensure that the results can be tracked and explained transparently. This makes it easy to understand and simulate interdependencies.
Get insights into possible use cases of our Planning Kit.
This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Interactive planning tools for your corporate website". 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.
This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Interactive planning tools for advice (UK exclusive)". 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.
This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Interactive planning tools for advice incl. target-current comparison (UK exclusive)". 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.
Learn how to take your financial planning service to the next level and how to transform it into a 365-day service.
Which factors impede the attractiveness of financial planning services for customers?
How can the dusty financial planning be converted into an interactive financial navigator?
Why does ambiguity aversion matter and how can nudging be applied effectively?
Which use cases exist to turn financial planning into a completely new customer experience?
Benefit from aixigo's Professional Services by transforming our wealth management aixigo:BLOXX into new, exciting, flexible and tailor-made financial services.
Collaborative process to create a customised concept for a new and innovative financial service based on your requirements and the wealth management aixigo:BLOXX.
Agile and close collaboration to quickly deliver added value to your wealth management offering.
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 is an integral part of the overall development process to ensure aixigo's high quality standard is maintained from initial development to post-delivery.
Benefit from aixigo's Professional Services by transforming our wealth management aixigo:BLOXX into new, exciting, flexible and tailor-made financial services.
Here, you can get an insight into the collaboration between BNP Paribas and aixigo.
"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.
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.
