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aixigo's Managing Kit is more than portfolio management software and lays the perfect foundation for user-oriented and innovative portfolio management. Digital portfolio management creates excitement among all stakeholders – the customer, the portfolio manager and the back office.
The Managing Kit is designed to significantly reduce complex and time-consuming tasks in the portfolio management process through digitalisation and automation, thereby increasing economic efficiency. Fundamental to this are extensive portfolio management software capabilities as well as the ability to perform high-performance mass processing.
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.
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.
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.
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.
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.
Merges risk capacity and attitude into a risk profile and supplements it with experience & knowledge.
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.
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.
The BMPN engine implemented in the Managing Kit enables you to map individual processes flexibly. This allows you to adjust the digital portfolio management precisely to different use cases. Regulatory monitoring (including e.g., investment guidelines, loss thresholds, etc.) can be easily integrated and the customer value is emphasised.
aixigo's Managing Kit offers a control center as the hub for back-office control and monitoring. It enables the adjustment of parameters, products or concepts at any time. Applying a dual control principle, ensures that the configuration of this financial service is carried out in a secure framework.
Based on the CIO approach the Managing Kit facilitates a precise implementation of professional allocation approaches. Both strategy-related model portfolios, as well as theme-based investment modules, are available for the implementation and presentation of CIO strategies. These can be optionally extended by adding individual algorithms for portfolio allocation.
aixigo's portfolio management software supports fully or semi-automated portfolio management. While in fully automated mode, the plausibility and causality of orders are checked and approved fully automatically utilising sanity checks, this can be done manually per mandate in semi-automated mode. The semi-automated mode is also capable of individual order post-processing at the mandate level.
Within the Managing Kit, the portfolio manager dashboard provides a complete overview of all portfolio management mandates at any time. Using numerous evaluation options, the portfolio manager as well as the back-office staff can quickly identify potential need for action.
The timeline provides the customer with a perfect overview of his mandate's development. Similar to a social media feed, news about the customer's own investments, the industry or the portfolio performance is transparently displayed. In this way, the added value of the financial service moves to the foreground, while the cost argumentation recedes into the background.
Get insights into possible use cases of our Managing Kit.
This graphic shows which of our APIs and aixigo:BLOXX find application in the use case "Standardised wealth management utilising 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 "Individual wealth management utilising defined parameters". 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 "Personalised wealth management with systemic 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 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!
