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aixigo's Analysing Kit is more than portfolio performance and portfolio analysis software. It allows portfolio-related data from various sources to be processed at unprecedented speed. Its monitoring function enables the automatic monitoring of individual key figures, quality measures or benchmarks, while the reporting function allows sharing individual insights with a large number of customers via various channels.
Particularly in wealth management, the rapid processing of large amounts of data is a central requirement. The scalable, high-performance algorithms in aixigo's Analysing Kit ensure high-speed processing and the transformation of large amounts of data, enabling fast and innovative services. As a result, portfolio analysis turns into a genuine experience for the customer, the financial adviser and the back-office!
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.
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 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.).
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.
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.
aixigo's Analysing Kit supports the comprehensive analysis of all established performance and risk indicators (e.g., value at risk, Sharpe ratio, maximum drawdown, etc.) – within milliseconds and for virtually any number of portfolios!
Aggregation levels (individual securities, individual customers, customer groups, entire bank) and evaluation criteria (asset classes, industries, sectors, etc.) can be individually selected. aixigo's Analysing Kit provides all capabilities of a first-class portfolio performance and portfolio analysis software. This means, for instance, that comprehensive, individual attribution analysis and contribution analysis can be executed in real-time.
Portfolio analyses can be carried out either based on holdings data or transaction data. This possibility of choice allows comprehensive insights (metrics, performance, etc.) to be gained, which can be flexibly integrated into a variety of financial services.
A holdings-based analysis is possible even with small amounts of data. A complete transaction history is therefore not required!
A historical scenario analysis reveals how a portfolio would have developed in the past under different market conditions. A What-if simulation or Monte Carlo simulation, in contrast, grants you and your customer a glimpse into the future! Diverse scenarios can easily be simulated in this way – this also includes pessimistic or optimistic market developments.
From dry figures towards a gut feeling for financial risks! The Analysing Kit visualises the influence of different risk factors (oil price, currency rate, index development) on the portfolio such that the customer gets a sense of what market risks affect his portfolio.
Like any sound portfolio performance and portfolio analysis software, it offers a multitude of relevant risk indicators to map market risks and thereby allows for a comprehensive (systematic or idiosyncratic, liquid or illiquid assets, past or future-oriented) risk assessment.
The fully automated portfolio monitoring allows for the configuration of individual target parameters and threshold values. Thus, all necessary portfolio measures (asset allocation, performance, risk, etc.) can be continuously monitored based on a comparison with the actual values. Once one or several target parameters have been reached, an alert can be triggered. Alerts can be used both internally (financial adviser, back-office) and externally (customer).
Portfolio analysis results can be compiled easily and rapidly for millions of customers. aixigo's Analysing Kit enables the highly efficient provision of various financial services, such as quarterly or annual reporting. The desired output format is freely adjustable – ranging from a PDF output to raw data output for further processing in other systems, everything is possible. Even the content and design of the portfolio reporting can be configured individually.
Get insights into possible use cases of our Analysing Kit!
This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Portfolio analysis". 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 "Portfolio monitoring & portfolio reporting". 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 "Flexible and intelligent customer, asset & depot segmentation". 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 Vontobel and aixigo.
Vontobel sought to make its investment expertise available to customers digitally. Customers should benefit from a new and unique wealth management experience that distinguishes itself through intuitive usability.
aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is the Swiss investment house's new digital wealth management service, "volt®". Vontobel volt® is the first active digital wealth management solution in Switzerland!
