Client AUM & Flow

The Aiviq platform integrates 200+ diverse data sources to build a single dataset describing global client AUM and flow.

Investment managers have to assemble a complicated data jigsaw to identify clients, what they have invested in which product and the parties influencing the flow of money across the distribution chain.

Client AUM & Flow

Key benefits

A single economic view of client across the value chain

Our intelligent Client AUM & Flow engine scrubs and matches thousands of financial accounts to your golden source data — improving the completeness and accuracy of your CRM. Our attribution engine, stewardship interface and client data integrations provide much-needed transparency and the foundations for advanced analytics.

AUM and flow that works for finance and distribution simultaneously

Finance and sales views of ‘client’ are never quite the same. Reconcile cross-holdings between client portfolios, mitigate double-counting of AUM across data sources and unravel complex investment structures with our proven data connectors and rules engine.

Build confidence and adoption fast with our managed data quality services

We deploy our Client AUM & Flow solution as a managed service, sourcing data from third parties on your behalf and overseeing the daily running of 2,500+ automated data quality controls — freeing up your teams to focus on deriving meaning from the data.

Related links:

Use case

Sales & Business Development

Use case

Financial Planning & Analysis

Product

Client Revenue & Rebates

Product

CRM & Client Data Management

Product

Integration Hub

Time to change the way you think about your clients, sales and products?

Speak to our team today to find out how the Aiviq data platform can support you.