At Aiviq, we codify commercial terms, curate client data rooms and automate client reporting to enable better servicing with fewer resources.
At Aiviq, we codify commercial terms, curate client data rooms and automate client reporting to enable better servicing with fewer resources.
Our agreement onboarding workflows can integrate with CRM, transfer agents and legal solutions to finally dispatch with unaudited email approvals, ad hoc file sharing and costly process delays.
With the ability to set up and dynamically maintain all your client financial terms in a single interface, our solutions integrate with AUM and flow solutions to calculate client net revenue, rebates and more.
Our reporting dashboards serve client services teams as well as end-investors, providing tailored analytics of holdings, flows, distributions and performance — with an emphasis on digital self-service.
Speak to our team today to find out how the Aiviq data platform can support you.
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