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Description
Thanks to the innovative use of flexible API technology, unique wealth management solutions are made possible by aixigo's Wealth Management Platform. This platform features the high-performance aixigo:BLOXX, which can be customized in various combinations to meet the specific needs of financial service providers. The ability to tailor the composition of aixigo:BLOXX allows these providers to create wealth management services that align perfectly with their unique requirements and preferences. Additionally, the platform facilitates user authentication, ensuring secure verification and authorization of identities. It also plays a crucial role in analyzing financial products, portfolios, and benchmarks by leveraging both current and historical market data. By identifying potential risks stemming from factors such as economic changes or price volatility, it enhances the decision-making process. Furthermore, it offers a comprehensive user interface for effective portfolio data visualization and analysis. The platform is also instrumental in selecting and aggregating various building blocks, financial products, model portfolios, and benchmarks while efficiently managing reports to support informed financial strategies. Overall, the flexibility and customization offered by aixigo's platform elevate the standard for wealth management services in the industry.
Description
Your clients have accumulated investments across a diverse array of financial institutions, necessitating your ability to navigate and interpret this complexity in order to offer well-informed and insightful advice. It is essential to support performance reporting, composites, and analytics from a unified platform, ensuring streamlined portfolio reporting that encompasses performance metrics, composite data, and analytics. By integrating seamlessly with existing systems, you can minimize both complexity and costs associated with multiple platforms. Our open architecture enables you to choose and integrate the specific tools that are essential for your business's success. Additionally, our Open API (Application Programming Interface) provides secure access to the intelliflo portfolio for financial advisory firms and various third-party providers, facilitating the easy incorporation of numerous service-enhancing applications. Alongside comprehensive portfolio reporting, our solution also includes tax-aware rebalancing capabilities, as well as multi-custodian trading options for Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs), ultimately enhancing your service offerings and client satisfaction. This holistic approach not only streamlines your workflow but also empowers you to deliver exceptional value to your clients.
API Access
Has API
API Access
Has API
Integrations
Fundment
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
aixigo
Country
Germany
Website
www.aixigo.com/high-performance-wealth-management-platform
Vendor Details
Company Name
intelliflo
Founded
2007
Country
United States
Website
www.portfoliopathway.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
