Risks, constraints & contracts

Handle your client data effectively

Customer Management

Handle customer risk profiles, knowledge, i. e. experience, and investment constraints of your customers. Easily use customer risk data with our rebalancing module in order to provide true Digital Wealth Management. Customers can be associated with organisational data such as branch membership or associated relationship managers so that you can build a multi tenant infrastructure that covers all aspects of your enterprise needs.

Contract Management

 

Portfolio management contracts and the associated documents and data structures are managed in our customer management module. It supports the complete onboarding procedure from account opening, KYC to document creation.

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Customer Constraints

 

Customer constraints that are defined in the customers mandate contract can be defined per customer. Customer contraints like excluding certain security types, asset classes or securities can be defined and are considered within our rebalancing algorithms.

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Profile

 

MiFID II compliant risk profiling and handling information about knowledge & experience of the customer provide the solid foundation for our suitability and appropriateness checks that are required for MiFID II compliant processes.

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Get in touch

Digital Wealth Management and other digital services will radically change personal investment. Find out how our high performance portfolio management APIs deliver the functionality, the speed and the flexibility for your next innovation.  
aixigo AG
Karl-Friedrich-Straße 68
52072 Aachen
Germany
Phone  +49 (0)241 55 97 09 0
Fax  +49 (0)241 55 97 09 0
Mail solutions@aixigo.de