Investment management
With our platform, everyone throughout the investment value chain works from a single digital product, minimizing handovers and eliminating manual errors. Whether your business runs bespoke investment mandates or standardized model portfolios, our platform is designed to reduce the cost of managing client investments. We enhance the compliance process by automating risk checks seamlessly throughout the advisory and portfolio management lifecycle, streamlining your investment management capabilities.
Selected clients benefitting from our investment management capabilities
Our investment management capabilities allow you to serve more clients, more efficiently.
Benefits
Lower cost of advice
Deliver mass-rebalancing and mass-monitoring at scale, reducing your costs without sacrificing client experience.
One source of truth
Work from the same platform across your entire value chain, increasing efficiency and reducing risk.
Improved risk management
Boost risk awareness and compliance with regulatory checks automatically carried out throughout the process to save time.
Explore our investment management capabilities in detail
Investment advice
With our platform, you can automate investment suitability checks, portfolio construction and risk analytics. Setting up client profiles, based on their risk profile and strategic asset allocation, is straight-forward and quick thanks to automation.
Monitoring
Our monitoring capabilities enable you to optimize and monitor risk-return characteristics, ensuring they stay within appetite. Set up health checks that are configurable based on timing and segment for everything from asset allocation monitoring to portfolio risk.
Portfolio rebalancing
Our platform supports both single and mass rebalancing, along with integrated restriction evaluation. We offer over 20 rebalancing methods, including strategy rebalancing, FX hedging, cash management and single- and multi-asset rebalancing.
Aladdin | Avaloq
Find out how Avaloq’s pre-integration with Aladdin Wealth™ by BlackRock could help grow your investment management business.
Discover our other capabilities
Find out how we meet the needs of banks and wealth managers on one comprehensive front-to-back platform.
Digital experience
Show your clients you understand their needs with a hyper-personalized web and mobile experience.
Client management
Equip your front office with fully integrated capabilities designed to simplify any client journey.
Trading
Manage the full trading process from order management, routing and execution to settlement.
Lending and credit
Offer your clients a wide range of products with end-to-end coverage from initiation to ongoing risk management.
Payments
Get complete payments coverage in multiple markets and across all major protocols and standards.
Treasury, risk and compliance
Stay compliant with regulation and manage risk across products and multiple jurisdictions.
Data analytics
Access insights from core banking via the latest data extraction and streaming technology.
Integration
Connect with third-parties and benefit from pre-integration with selected best of breed partners.
Want to learn more about our investment management capabilities? Contact us today for further information on how we can help your business.