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aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer!
Our Advising Kit aims to significantly reduce the effort and complexity of providing a regulation-compliant investment recommendation. By combining proven investment advisory software capabilities with innovative new capabilities, it guarantees complete regulatory compliance, relieves advisers and places the customer in the spotlight – the result is a high-quality financial service!
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.
Serves the selection and aggregation of building blocks, financial products, model portfolios and benchmarks and the management of reports.
The UI concept to display the dashboards of the User Management:BLOXX, Asset Composition:BLOXX and Activity Management:BLOXX.
Management of user data and their mutual relationships as well as the roles and rights required for using all functionalities of the aixigo:BLOXX.
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.
Allows creation & management of documentations as well as optional editing options, including a quality assurance process for approvals.
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.
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.
The creation of a regulation-compliant risk profile constitutes the basis of investment advice, but represents a challenge for many financial advisers and carries a high risk of mistakes. aixigo's Advising Kit prevents erroneous entries. It assists the adviser in the profile creation and highlights potentially conflicting information.
To ensure a successful customer-bank relationship and provide a personalised financial service, customer preferences need to be comprehensively considered. For this reason, the customer's investment preferences are systematically assessed and fully incorporated into the investment advice through algorithms.
Unlike standard investment advisory software, aixigo's Advising Kit signals violations of the predefined framework conditions utilising an alert – irrespective of whether the bank's strategy requires manual or fully automated algorithmic portfolio construction. This ongoing quality monitoring ensures that the investment recommendation of the financial adviser consistently achieves a high level of quality.
Various simulations and analyses can be carried out by the financial adviser to enhance the transparency and comprehensibility of an investment recommendation. Such analyses may be motivated by regulatory requirements (cost-benefit analysis of reallocations) or by sales considerations (scenario analysis, Monte Carlo simulation). Furthermore, a before-and-after comparison permits communicating the benefits of the recommended investment to the customer in a transparent and comprehensible way.
If the customer wants to deviate from the investment advice recommendation, aixigo's Advising Kit allows complying with this request while acting in a regulation-compliant manner. Due to the integrated, regulation-compliant explanatory texts and the automatic creation of an equally regulation-compliant declaration of suitability, even advice to demanding customers can be provided in a highly efficient manner.
Within the Advising Kit, a powerful back-office tool is available which allows all technical parameters, products and texts to be adjusted easily at any time (including the automatic filing of productively used data records).
Get insights into possible use cases of our Advising Kit.
This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Standardised advice with a model portfolio". 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 "Advice with individual and manual portfolio construction". 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 "Customisable advice & monitoring with algorithmic support". 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 "Customisable, regulation-compliant advice with algorithmic support". 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.
Discover which opportunities technology provides to combine the best of two worlds – traditional wealth management and robo advisors – and how this becomes a personalised and tangible service.
What are customers' and providers' requirements for contemporary and scalable wealth management?
How have Swiss investors' needs changed?
How to create an exclusive yet scalable service that can unlock new revenue streams?
How does the "New Digital Wealth Management" differ from other forms of wealth management?
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.
