Avaloq Wealth Description
Streamline your wealth management services with our comprehensive solution. Investment advisers, portfolio managers, and relationship managers can depend on products that are meticulously crafted and continually evaluated by experts in wealth management. Customized investment strategies for your clients are developed on a unified platform, ensuring uniformity among all teams involved. Enhanced automation of risk assessment and monitoring provides greater oversight throughout the investment process. Avaloq Wealth also enhances client relationship management by offering a complete 360-degree view of clients and facilitating quicker onboarding for new clients through the automation of tedious tasks. Achieve consistency in both client relationship management and investment strategies across the front office and investment office. Boost your productivity by automatically pinpointing new sales opportunities. By automating manual tasks and compliance requirements, you can free up valuable time for your portfolio managers. Rely on software that is designed with the user in mind and thoroughly tested for client readiness, ensuring a seamless experience for all involved. The integration of these features not only enhances efficiency but also fosters stronger relationships with clients.
Avaloq Wealth Alternatives
Blackbaud CRM
Blackbaud CRM™ offers a robust solution for customer relationship management tailored specifically for large to enterprise-level nonprofit organizations. By merging unparalleled expertise in the nonprofit sector with top-tier fundraising and CRM software, Blackbaud CRM delivers integrated analytics, multichannel marketing, and data mining services that enable large nonprofits to foster stronger and more effective relationships. This comprehensive software solution not only leverages Blackbaud's extensive fundraising knowledge but also empowers nonprofits to enhance their fundraising initiatives. Navigate complex communication and fundraising challenges with a cohesive strategy that incorporates online giving, peer-to-peer fundraising, multichannel marketing, database segmentation, and effective web design. With Blackbaud CRM’s built-in prospect research tool, ResearchPoint™, organizations can eliminate uncertainty by accessing crucial insights regarding wealth capacity and philanthropic giving patterns, ensuring informed decision-making for future fundraising endeavors. Ultimately, Blackbaud CRM equips nonprofits with the necessary tools to thrive in an ever-evolving landscape.
Learn more
FundCount
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
Learn more
Axys
Streamline your portfolio reporting and accounting processes with a comprehensive solution that minimizes the need for IT assistance. In the wealth management sector, building relationships is crucial, and there is no alternative to the quality time spent with clients. SS&C Advent’s Axys® offers an extensive collection of ready-made reports alongside simple customization options, enabling firms to enhance efficiency and reduce time spent on tasks. As an integral component of the robust Advent Investment Suite, Axys is designed to boost your productivity, enhance precision, and deliver a transparent overview of your portfolios and their performance, all while maintaining your current operational framework. The system automates the reconciliation of trade details, settlement information, transactions, and positions seamlessly. Ultimately, SS&C Advent’s premier portfolio management solution introduces speed, accuracy, and adaptability into all aspects of your portfolio management and accounting operations, allowing you to focus more on client interactions and less on administrative tasks.
Learn more
QPLIX
Partnering with QPLIX allows banks to revolutionize their wealth management services through digital transformation in portfolio management. We unlock a wide array of opportunities and facilitate the development of new business models. Provide your clients with a state-of-the-art digital experience that includes managing non-bankable assets as well as those held at other financial institutions for your most esteemed clients. Leverage your existing resources to expand your business and reach a larger client base. Our digital platform, designed specifically for portfolio management, integrates all necessary components, including accounts, custodians, diverse asset classes, investment guidelines, and distribution across various countries, currencies, and ownership structures. Regardless of the complexity involved, you will always have a comprehensive view of each client's total assets, enabling you to conduct accurate analyses and forecasts. This capability allows you to refine your investment strategies, present appropriate products, and enhance your wallet share. Moreover, QPLIX fosters improved collaboration not only with your clients but also within your team and among external service providers, creating a more cohesive approach to wealth management. Ultimately, this collaboration strengthens relationships and enhances overall service delivery.
Learn more
Company Details
Company:
Avaloq
Year Founded:
1991
Headquarters:
Switzerland
Website:
www.avaloq.com/solutions/products/avaloq-wealth
Media
Recommended Products
Simplify IT and security with a single endpoint management platform
NinjaOne automates the hardest parts of IT, delivering visibility, security, and control over all endpoints for more than 20,000 customers.
The NinjaOne automated endpoint management platform is proven to increase productivity, reduce security risk, and lower costs for IT teams and managed service providers. The company seamlessly integrates with a wide range of IT and security technologies. NinjaOne is obsessed with customer success and provides free and unlimited onboarding, training, and support.
Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Avaloq Wealth Features and Options
Avaloq Wealth User Reviews
Write a Review- Previous
- Next