Broadridge and Aiviq Enhance Data Integration for Asset Managers

LONDON and NEW YORK, May 3, 2023 –Aiviq, the leading provider of client-level AUM and asset flow reporting for global asset managers, has collaborated with global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) to improve the quality and transparency of both internal sales reporting data and external market intelligence. “The strategic relationship between Aiviq and Broadridge will provide [...]

By |2023-05-03T10:51:38+01:003 May 2023|Insights|0 Comments

Aiviq is recognised in the Fintech Global WealthTech100 list.

London, UK – 04th April 2023: Aiviq, a leading cloud-based SaaS business for the global asset management industry announced today that the company has been featured in the newest edition of the WealthTech100 list for 2023. The list is a ranking of the world’s most innovative technology solution providers that support investment firms, private banks and financial advisors with their digital [...]

By |2023-04-05T13:49:57+01:005 April 2023|Insights|0 Comments

Meet Sarah Chance, Customer Relationship Manager at FSI

In line with the International Women's Day celebrations, we introduce you to a female leader in global distribution data, CRM and sales enablement. Sarah Chance is a Customer Relationship Manager specialising in Salesforce and Pardot. Since starting at First Sentier Investors in 2020, Sarah has been involved in transforming its CRM, distribution data onboarding and ensuring the continued improvement [...]

By |2023-03-08T09:17:17+00:007 March 2023|Insights|0 Comments

FCA Consumer Duty: What is it and why does it matter

The FCA’s Consumer Duty represents a significant shift in the regulator’s expectations of firms across the distribution chain, including asset managers, platform providers and financial advisers.1 In accordance with the Duty, firms must act to deliver good outcomes and prevent foreseeable harm to vulnerable retail customers, using a data-driven approach to evidence that reasonable efforts have been implemented to [...]

By |2023-03-01T15:04:33+00:001 March 2023|Insights, News|0 Comments

AllianceBernstein Selects Aiviq for Client AUM and Flow Data Analytics

London, UK – 14 February, 2023: Aiviq, a leading cloud-based SaaS business for the global asset management industry, today announced a multi-year deal with AllianceBernstein (AB), a global investment management firm, to provide client assets under management (AUM) and flow data management products and services for AB’s international business. Aiviq has licensed its industry-leading client AUM & flow data management [...]

By |2023-02-14T09:38:04+00:0014 February 2023|Insights|0 Comments

2022 Wrapped

With 2022 now behind us as we start the New Year, we look back to our company-wide milestones and celebrate our team for multiple achievements across the business. As a cloud-based fintech company, we see the opportunity to generate an impact across our industry by offering solutions to help our customers better understand their data and consequently better serve their [...]

By |2023-01-10T11:46:49+00:009 January 2023|Insights|0 Comments

Thought Leadership Series: An interview with Aiviq CEO Lee Griggs.

As the year ends, we speak about how Aiviq is helping asset managers to understand data, the journey the company has been on so far and how we make our vision of becoming a leading client data integration and analytics provider for asset managers a reality. By Marie Weidlich With a clear vision for growth and a stellar [...]

By |2022-12-19T10:12:24+00:0016 December 2022|Insights|0 Comments

The True Cost of Messy Client Data

Messy client data is costing investment managers $1 billion each year — and this figure is only rising. Managers are squeezed in a data vice. On one side, data sources and data volumes are exploding, whilst on the demand side, a broader range of data consumers are keen to see improvements to quality, granularity and frequency of analytical outputs. The ‘Excel [...]

Data on demand: The Aiviq Snowflake integration

These days, everyone is talking about Snowflake. Across the many investment managers we speak with, we have seen growing demand for Snowflake integration capabilities, with many Aiviq customers increasingly selecting vendors that offer flexible Snowflake integrations. This demand is not without reason — Snowflake offers a range of deployment options, a flexible and transparent pricing model, relatively low risk for [...]

By |2022-12-06T11:17:57+00:0028 September 2022|Insights|0 Comments

ISO 27001: the new standard for hosting sensitive client data

As more asset managers invest in cloud-based data and analytics solutions to understand and serve their investors, information security certifications are becoming a primary consideration in the procurement process.

By |2022-12-05T17:21:28+00:002 August 2022|Insights|0 Comments
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