Aiviq builds software for asset managers to track who holds their funds, where money is moving and how much revenue each client generates. Its cloud platform reconciles data from more than 300 sources into a Client Book of Record covering assets under management, fund flows, clients and distribution agreements. Sales teams use it to attribute flows to advisers and distributors. Finance and operations teams use it to calculate fees and rebates and automate reporting. Aiviq also provides managed data services. AllianceBernstein selected the platform for its international business, and Allspring Global Investments chose it to build a global client data platform.View more
Aiviq builds software for asset managers to track who holds their funds, where money is moving and how much revenue each client generates. Its cloud platform reconciles data from more than 300 sources into a Client Book of Record covering assets under management, fund flows, clients and distribution agreements. Sales teams use it to attribute flows to advisers and distributors. Finance and operations teams use it to calculate fees and rebates and automate reporting. Aiviq also provides managed data services. AllianceBernstein selected the platform for its international business, and Allspring Global Investments chose it to build a global client data platform.