aixigo's high-performance Wealth Management Platform

Serves the authentication, i.e., the verification and authorisation of a user's identity.

Used to analyse financial products, portfolios and benchmarks based on current and historical market and portfolio data.

Identifies risks caused, for example, by economic developments or price fluctuations.

Provides the user interface for displaying and analysing portfolio data.

Serves the selection and aggregation of building blocks, financial products, model portfolios and benchmarks and the management of reports.

Management of user data and their mutual relationships as well as the roles and rights required for using all functionalities of the aixigo:BLOXX.

Enables the management and chronological processing of activities (e.g., disbursements) that initiate individual workflows.

Used to compare the target and current structure and generates order suggestions in the event of deviations.

Enables the execution and tracing of orders.

Enables manual or automatic monitoring of portfolios and the related financial products.

Provides report templates for different use cases (e.g., loss threshold report, quarterly report, etc.).

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.

Administers and identifies the need for action concerning customers and portfolios.

An advisory process may extend several appointments and different participants. Our case management ensures the integrity of this process.

Merges risk capacity and attitude into a risk profile and supplements it with experience & knowledge.

Administers the investment goals, constraints & customer specifications related to a portfolio.

Maps legally required declarations and justifications, incl. assessment of appropriateness, suitability & target market.

Calculates an individual target allocation and enables manual portfolio construction. This can be done using various constraints.

Used for the processing of order proposals and displaying their impact on compliance and constraints.

Provides the infrastructure for creating mass reports.

Serves as an event system to provide customer-relevant professional news on the customer' s custody accounts and nurture customer relations.

Provides the search engine to identify and segment customers, custody accounts and securities based on sophisticated search criteria.

Applies mathematical models to predict financial mathematical projections.

Enables usage of the workflow management system Camunda, which allows combining workflow elements in a structured way as well as visualising them.

Provides the technical basis for the creation of reports.

Enables the post processing of erroneous data.

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.