Our wealth management as software

What does ‘wealth management as software’ mean? Why are we digitalising wealth management? And what does digital wealth management do for you?

With more than 18 years of experience in the software and consulting sector of the banking industry we know that digitalisation is becoming more and more important in the financial world, if not inevitable, if banks and financial service providers want to keep up with the constantly changing market.

Financial services institutions need to reinvent themselves in terms of investment – or expect losses in profits and market share. A prerequisite for a positive future of investment is that a transformation process for automation and digitalisation is also created. The solution? Digital wealth management based on extremely fast portfolio management software and API services.

With our wealth management software we open the retail sector. Because the maximum speed and extremely large quantity frameworks make it possible to serve client segments that were previously unable to find out about these value-added services. Digital asset management is just one service you will be able to offer your clients when you are using our wealth management platform.

 

Wealth management solutions – the components of our wealth management software



Here you can see our software components of the wealth management process. Every step you know was digitalised by us – the entire workflow, from A-Z; from on boarding over asset management to rebalancing.

This is not yet enough for you? You want more details, more detailed information on aixigo software or the necessity for you of having our wealth management software?
Then contact us. We are happy to help you.

You will open up completely new customer segments with our wealth management solution!

Based on our API services, our wealth management software solves the need for all the necessary process steps of portfolio digitalisation. It contains the entire workflow of traditional wealth management – digitally. And that means the highest speed in the market, the largest portfolio numbers and volumes, full automation and real-time insights.

Working with modern language tools such as IBM Watson, Amazon Alexa or Google Home is no longer an illusion, but possible. This value-added service is not the only add-on that makes the development of the retail market possible. Because our solution is not a monolith, you can extend the API service platform with any value added services.

 

How does our wealth management software work in detail

Take a look at the benefits for your clients in our product video on our digital wealth management:

In the second part we explain in detail what the software can do and how it works:

This is not yet enough for you? You want more details, more detailed information on aixigo software or the necessity for you of having our wealth management software?
Then contact us. We are happy to help you.