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Avaloq Wealth from Avaloq
Integrated wealth management platform with portfolio management, advisory tools, client engagement, and reporting capabilities. Supports complex investment strategies with automated portfolio monitoring and rebalancing.
Product analysis by function
Portfolio Management Systems for Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
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Client Management
(10 Yes /10 Known /12 Possible features)
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Client profile management Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information |
Avaloq Wealth provides comprehensive client profile management with demographic, financial, and preference information, as described on their solutions page. | |
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Relationship mapping Capability to map and visualize client relationships, family structures, and associated entities |
Website and documentation indicate relationship mapping functionality, including visualization of client associations and complex family structures. | |
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Client segmentation Tools to segment clients based on assets, revenue, risk profile, or custom criteria |
Client segmentation tools are standard in Avaloq Wealth, supporting segmentation by assets, revenue, and custom criteria. | |
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Contact management System to track all client interactions, communications, and touchpoints |
Contact management is included as part of client lifecycle and engagement tracking. | |
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Client onboarding workflow Structured process for onboarding new clients with necessary documentation and compliance checks |
Avaloq supports structured onboarding processes with compliance checks and necessary documentation. | |
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Digital client portal Self-service portal for clients to view portfolio information and interact with advisors |
A client portal is featured, allowing self-service and advisor interactions. | |
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Client documents repository Secure storage and organization of client documents and contracts |
Avaloq Wealth provides a secure repository for document management and contracts. | |
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Communication preferences Management of client communication preferences and frequency |
Clients can specify and manage communication preferences through configurable options. | |
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Service level tracking Tools to monitor and ensure service level agreements are met for different client segments |
No information available | |
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Client retention analytics Metrics and tools to identify at-risk clients and support retention strategies |
Retention analytics supported by various dashboards and risk alerts identifying at-risk clients. | |
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Next best action recommendations AI-driven suggestions for appropriate next steps in client engagement |
AI-driven 'next best action' capability is referenced in Avaloq's digital advisor solutions. | |
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Client capacity Maximum number of client profiles the system can efficiently manage |
No information available |
Portfolio Construction & Management
(12 Yes /12 Known /13 Possible features)
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Model portfolio construction Tools to create and maintain model portfolios for different investment strategies |
Avaloq Wealth supports creation/maintenance of model portfolios for various strategies. | |
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Asset allocation Functionality to design and implement strategic and tactical asset allocation |
Strategic and tactical asset allocation features are described in product documentation. | |
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Portfolio rebalancing Automated or manual rebalancing tools to maintain target allocations |
Avaloq Wealth supports automated and manual portfolio rebalancing. | |
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Drift monitoring Tools to monitor portfolio drift from target allocations |
Portfolio drift detection and monitoring is built into the automated monitoring engine. | |
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Tax harvesting Capability to identify and execute tax-loss harvesting opportunities |
Tax harvesting is referenced as one of the available portfolio optimization strategies. | |
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Custom constraints Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.) |
Custom portfolio constraints, such as ESG, are user-configurable in Avaloq. | |
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Cash management Tools to manage cash positions and flows within portfolios |
Cash management functions (positions and flows) provided in solution overview. | |
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Multi-currency support Capability to manage portfolios across multiple currencies |
Multi-currency portfolio management explicitly supported. | |
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Alternative investments integration Support for incorporating and tracking alternative investments in portfolios |
Alternative investments coverage outlined for complex wealth management needs. | |
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Investment policy compliance Tools to ensure portfolios comply with client investment policy statements |
Compliance with stated client investment policy enforced by embedded compliance tools. | |
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What-if scenarios Capability to model different portfolio scenarios before implementation |
What-if scenario modeling for proposed portfolio changes is a promoted feature. | |
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Bulk order generation Ability to generate orders across multiple portfolios efficiently |
Platform generates bulk orders across portfolios within its order management system. | |
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Rebalancing speed Time required to analyze and generate rebalancing recommendations for portfolios |
No information available |
Investment Research & Analysis
(12 Yes /12 Known /13 Possible features)
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Security research database Comprehensive database of investment securities with detailed information |
Security research database with broad coverage is mentioned in technical documents. | |
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Market data integration Real-time or delayed market data feeds integrated into the platform |
Avaloq supports real-time and delayed market data integration. | |
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Fundamental analysis tools Tools for fundamental analysis of stocks, bonds, and other securities |
Fundamental analysis tools provided for equity and fixed income research. | |
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Technical analysis Charts and tools for technical analysis of security price movements |
Technical analysis (including charts) available within investment research suite. | |
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ESG screening Tools to screen and analyze investments based on environmental, social, and governance factors |
ESG screening functionalities included for responsible investment. | |
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Research report integration Integration with third-party research reports and analysis |
Research report integration supported for third-party and internal research. | |
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Customizable screening Ability to create and save custom screening criteria for investments |
Customizable screening for investment criteria is included. | |
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Investment ideas workflow Process for generating, evaluating, and implementing investment ideas |
Avaloq features a workflow for capturing, evaluating, and implementing investment ideas. | |
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Macroeconomic data analysis Tools to analyze and incorporate macroeconomic trends into investment decisions |
Macroeconomic data analytics are embedded to support research and strategy. | |
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Alternative data sources Integration with alternative data sources for investment insights |
Integration of alternative data sources is referenced (news, analytics, etc.). | |
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AI-powered insights Machine learning tools to identify patterns and generate investment insights |
Product uses AI-powered insights for investment ideas and portfolio alerts. | |
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Market sentiment analysis Tools to analyze market sentiment from news, social media, and other sources |
Market sentiment analysis tools included in Avaloq Wealth suite. | |
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Securities coverage Number of securities covered in the research database |
No information available |
Risk Management
(11 Yes /11 Known /13 Possible features)
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Risk profiling Tools to assess and document client risk tolerance and capacity |
Risk profiling tools for client risk tolerance/capacity built into the platform. | |
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Portfolio risk analytics Measurement of portfolio risk metrics (standard deviation, VaR, etc.) |
Avaloq Wealth supports detailed portfolio risk analytics (e.g., standard deviation, VaR). | |
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Stress testing Capability to stress test portfolios under different market scenarios |
Stress testing against different market scenarios is promoted in risk management features. | |
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Monte Carlo simulations Tools to run Monte Carlo simulations for portfolio outcomes |
Monte Carlo simulations are offered for projecting portfolio outcomes. | |
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Factor-based risk analysis Analysis of portfolio exposure to various risk factors |
Supports factor-based risk analysis for multi-factor portfolios. | |
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Concentration risk monitoring Tools to identify and monitor concentration risks in portfolios |
Concentration risk monitoring is present in the risk analytics suite. | |
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Downside protection tools Features to implement and monitor downside protection strategies |
Downside protection monitoring and tools included in automated portfolio monitoring. | |
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Liquidity risk management Tools to assess and manage portfolio liquidity risks |
Liquidity risk management is integrated in the risk analysis framework. | |
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Counterparty risk tracking Monitoring of exposure to various counterparties |
No information available | |
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Risk-adjusted performance metrics Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.) |
Risk-adjusted performance metrics like Sharpe ratio are calculated and reportable. | |
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Pre-trade compliance checks Automated checking of trades against risk parameters before execution |
Pre-trade compliance checks are conducted by embedded compliance engine. | |
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Risk exception alerting Automated alerts when portfolios exceed risk thresholds |
Avaloq Wealth issues automated risk exception alerts to users/advisors per configuration. | |
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Scenario analysis capacity Number of different market scenarios available for stress testing |
No information available |
Performance Reporting
(12 Yes /12 Known /13 Possible features)
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Performance calculation Accurate calculation of time-weighted and money-weighted returns |
Avaloq Wealth provides performance calculation for time- and money-weighted returns. | |
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Benchmark comparison Tools to compare portfolio performance against relevant benchmarks |
Benchmark comparison features present with configurable benchmark indices. | |
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Attribution analysis Performance attribution to identify sources of returns |
Attribution analysis is part of Avaloq’s performance and risk analytics. | |
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Custom reporting Ability to create customized performance reports |
Supports custom reporting for regulatory, client, and internal needs. | |
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Interactive dashboards Interactive dashboards for exploring performance data |
Interactive dashboards are integrated for performance data exploration. | |
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Scheduled reporting Automated generation and distribution of scheduled reports |
Scheduled and automated report generation available. | |
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Multi-period analysis Performance analysis across different time periods |
Multi-period analysis supported for varying time frames and reporting periods. | |
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Composite reporting Capability to create and report on performance composites |
Composite reporting is supported as part of the reporting module. | |
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GIPS compliance Support for Global Investment Performance Standards compliance |
GIPS compliance is referenced in wealth management documentation. | |
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Peer group comparison Tools to compare performance against peer groups |
Peer group comparison tools provided for advisors and clients. | |
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Tax-aware reporting Performance reporting that accounts for tax impacts |
Tax-aware reporting is available for portfolios with jurisdiction-specific tax treatment. | |
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Mobile reporting access Access to performance reports via mobile devices |
Mobile reporting access through mobile-compatible client/advisor portals. | |
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Report generation time Average time to generate comprehensive performance reports |
No information available |
Financial Planning Integration
(12 Yes /12 Known /13 Possible features)
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Financial planning tools Integrated or connected tools for comprehensive financial planning |
Integrated financial planning tools are a core offering. | |
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Goal-based planning Capability to define, track, and manage client financial goals |
Goal-based planning for tracking and managing financial objectives is supported. | |
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Retirement planning Specialized tools for retirement scenario planning |
Retirement planning features included within Avaloq’s financial planning suite. | |
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Estate planning integration Features to incorporate estate planning considerations into wealth management |
Estate planning integration capabilities available as part of holistic wealth management. | |
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Tax planning Tools to optimize portfolio management for tax efficiency |
Tax planning tools for portfolio-level and client-level optimization are offered. | |
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Cash flow modeling Capabilities for projecting and analyzing client cash flows |
Supports full-featured cash flow modeling for planning and projections. | |
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Insurance needs analysis Tools to assess and incorporate insurance planning into wealth management |
Insurance needs analysis tools are included as part of holistic planning. | |
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Education funding planning Features for planning and managing education funding goals |
Education funding planning is included in planning scenario features. | |
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Plan vs. actual tracking Tools to compare actual results against financial plan projections |
Plan-vs-actual tracking is enabled through plan monitoring dashboards. | |
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Life event planning Support for planning around major life events (marriage, home purchase, etc.) |
Life event planning supported for significant client milestones. | |
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Scenario comparison Ability to create and compare different planning scenarios |
Comparisons of multiple planning scenarios are supported in dashboards. | |
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Client-facing plan visualizations Interactive visualizations of financial plans for client presentations |
Interactive client-facing plan visualizations are available for presentations. | |
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Planning scenarios capacity Maximum number of planning scenarios that can be compared simultaneously |
No information available |
Trading & Order Management
(11 Yes /11 Known /13 Possible features)
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Order management system Comprehensive system for creating, tracking, and managing investment orders |
Avaloq includes a comprehensive order management system. | |
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Trade execution Capabilities for executing trades directly or through connected systems |
Trade execution capabilities integrated with third-party and internal execution systems. | |
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Pre-trade compliance Automated checking of orders against compliance rules before execution |
Pre-trade compliance implemented in the trading workflow. | |
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Allocation management Tools for managing the allocation of block trades across multiple accounts |
Allocation management of block trades described in OMS features. | |
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Trading algorithms Access to algorithmic trading strategies |
Access to and support for trading algorithms is referenced for advanced clients. | |
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FIX connectivity Financial Information eXchange protocol support for connecting to trading venues |
FIX connectivity is supported per integration documentation. | |
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Multi-broker support Ability to route orders to multiple brokers and trading venues |
Multi-broker support for trade routing and execution venues documented. | |
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Trade cost analysis Tools to analyze and optimize trading costs |
Trade cost analysis is available for both advisors and back-office. | |
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Order staging and waves Capabilities for staging and releasing orders in waves |
No information available | |
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Trade settlement tracking Monitoring of trade settlement process and exceptions |
Trade settlement tracking is included in the core back-office module. | |
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Trading calendar Integrated calendar of market trading days and holidays |
Trading calendar with holidays is integrated. | |
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Order approval workflow Configurable workflows for order review and approval |
Order approval workflows configurable for multi-level sign-off. | |
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Order processing capacity Maximum number of orders the system can process per minute |
No information available |
Compliance & Regulatory
(9 Yes /9 Known /13 Possible features)
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Regulatory reporting Tools for generating required regulatory reports |
Regulatory reporting tools are a major feature for banks using Avaloq. | |
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Compliance rule engine Configurable engine to define and enforce compliance rules |
Configurable compliance rule engine described in product papers. | |
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AML/KYC integration Anti-Money Laundering and Know Your Customer compliance tools |
Integrated AML/KYC compliance tools are included for onboarding and monitoring. | |
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Suitability assessment Tools to assess and document investment suitability for clients |
Suitability assessment tools are available to fulfill regulatory requirements. | |
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Audit trail Comprehensive tracking of all system activities for audit purposes |
Full audit trail capability is detailed in compliance documentation. | |
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Fiduciary documentation Tools to document compliance with fiduciary responsibilities |
Fiduciary documentation tools available for compliance with regulatory duties. | |
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Code of ethics monitoring Features to monitor and enforce code of ethics compliance |
No information available | |
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Personal trading oversight Tools to monitor personal trading activities of employees |
No information available | |
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Best execution analysis Analysis tools to demonstrate best execution practices |
Best execution analysis tools referenced for compliance and reporting. | |
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Compliance attestations Workflow for periodic compliance attestations and certifications |
No information available | |
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Regulatory updates service Service to keep compliance rules updated with regulatory changes |
Avaloq provides regulatory update services as part of managed banking services. | |
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Exception management Process for identifying, tracking, and resolving compliance exceptions |
Exception management tools included for tracking compliance matters. | |
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Regulatory frameworks supported Number of different regulatory frameworks supported by the system |
No information available |
Technology & Integration
(12 Yes /12 Known /14 Possible features)
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API availability Comprehensive APIs for integration with other systems |
APIs provided for integration with external systems and data sources. | |
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Cloud deployment Availability of cloud-based deployment options |
Cloud deployment options available, as highlighted on the Avaloq website. | |
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On-premises deployment Ability to deploy the system on-premises |
On-premises deployment is an option for regulated clients. | |
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Mobile compatibility Availability of mobile apps or responsive design for mobile devices |
High compatibility for mobile device access and responsive design. | |
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Single sign-on Support for enterprise single sign-on solutions |
Single sign-on options for enterprise clients are listed in integration capabilities. | |
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Data warehouse integration Ability to integrate with enterprise data warehouses |
Data warehouse integrations possible as noted in technical architecture docs. | |
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Custodian connectivity Pre-built integrations with major custodians |
Custodian connectivity available with major custodians. | |
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CRM integration Integration capabilities with CRM systems |
CRM integration supported; Avaloq is often used alongside or integrated with CRM platforms. | |
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Data import/export Tools for importing and exporting data in various formats |
Wide range of import/export tools support multiple data formats. | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
Avaloq Wealth offers customization options for clients without vendor-side coding. | |
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Disaster recovery Robust disaster recovery capabilities and processes |
Robust disaster recovery and business continuity processes are documented. | |
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Multi-factor authentication Support for multi-factor authentication methods |
Multi-factor authentication supported for secure client/advisor login. | |
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System uptime Guaranteed system availability as per SLA |
No information available | |
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Database performance Speed of database query execution for common operations |
No information available |
User Experience & Support
(12 Yes /12 Known /14 Possible features)
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Interface customization Ability for users to customize their interface and workflows |
User interface customization for dashboards and workflows provided. | |
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Role-based access control Granular control over user permissions based on roles |
Supports granular, role-based access control for user permissions. | |
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Multi-language support Availability of the interface in multiple languages |
Multi-language support is referenced for global banking clients. | |
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User training resources Comprehensive training materials and programs |
Extensive user training resources provided for implementation and ongoing use. | |
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Support SLA Defined service level agreements for technical support |
Support SLAs are described in Avaloq managed services agreements. | |
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User community Active user community for knowledge sharing |
User community and knowledge sharing forums are maintained. | |
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In-app guidance Contextual help and guidance within the application |
In-app guidance and contextual help available. | |
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Implementation services Professional services for system implementation |
Professional implementation services available through Avaloq delivery teams. | |
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Regular updates Frequency and transparency of system updates and enhancements |
Regular system updates are part of Avaloq's SaaS roadmap. | |
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Sandbox environment Availability of sandbox or test environments |
Sandbox/test environments available for safe prototyping and configuration testing. | |
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Client success management Dedicated client success resources for ongoing support |
Dedicated client success and account managers provided. | |
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User feedback mechanism Process for users to provide feedback and enhancement requests |
User feedback and enhancement mechanism provided through customer portal. | |
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Support response time Average time to first response for support tickets |
No information available | |
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Supported concurrent users Maximum number of concurrent users the system can support |
No information available |
Financial Planning Tools for Wealth Management
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.
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Financial Goal Management
(8 Yes /8 Known /10 Possible features)
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Goal creation wizard Intuitive interface for creating various types of financial goals (retirement, education, home purchase, etc.) |
Platform has a guided advisory process. Avaloq documentation and marketing reference intuitive goal creation as part of financial planning. | |
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Goal prioritization Ability to rank and prioritize multiple financial goals |
Supports prioritization of multiple client goals, as indicated by portfolio construction features in Avaloq's wealth planning solution. | |
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Goal progress tracking Visual indicators of progress toward financial goals |
Provides visual tools and dashboards to monitor client progress toward goals. | |
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Goal adjustment tools Ability to adjust goals based on changing circumstances |
Allows advisors and clients to adjust goals and portfolio models as circumstances change, a standard part of Avaloq workflow. | |
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What-if scenarios Simulation tools to test different financial scenarios and their impact on goals |
Includes simulation and scenario analysis tools for impact testing on plans/goals, as per solution sheet. | |
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Automated goal recommendations AI-driven suggestions for realistic goal setting based on client financial profile |
Advisory and goal-setting is AI-supported, cited in Avaloq automation documentation. | |
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Multi-timeline visualization Ability to view multiple goals across different time horizons simultaneously |
No information available | |
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Goal linkage to accounts Direct connection between specific accounts/investments and designated goals |
Platform allows linking financial goals to specific accounts/investments, a standard in wealth management. | |
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Goal-based reporting Customized reports showing progress toward specific financial goals |
Custom goal-oriented reporting is referenced in Avaloq client documentation. | |
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Maximum number of goals The maximum number of distinct financial goals that can be tracked simultaneously |
No information available |
Investment Portfolio Management
(8 Yes /8 Known /11 Possible features)
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Portfolio rebalancing Automated or manual tools to rebalance investment portfolios to target allocations |
Platform supports manual and automated rebalancing, as described in portfolio management modules. | |
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Model portfolios Pre-configured investment models based on risk profiles and objectives |
Avaloq offers pre-built model portfolios aligned with risk objectives. | |
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Custom asset allocation Ability to create and implement custom asset allocation strategies |
Users can create custom asset allocation strategies, per Avaloq feature set. | |
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Tax-loss harvesting Tools to identify and execute tax-loss harvesting opportunities |
Tax-loss harvesting and related tax optimization tools are included in Avaloq's offering. | |
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ESG/SRI screening Capabilities for environmental, social, governance or socially responsible investment screening |
No information available | |
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Performance reporting Detailed performance analytics including returns, benchmarking, and attribution |
Advanced performance reporting is a core capability (returns, benchmarks, attributions). | |
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Risk analytics Advanced risk measurement tools including volatility, drawdown, and stress testing |
Platform includes risk analytics (volatility, stress tests, drawdown). | |
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Alternative investment support Ability to include and analyze alternative investments within portfolios |
No information available | |
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Asset location optimization Tools to optimize which investments are held in which account types for tax efficiency |
Asset location and tax optimisation is part of Avaloq's holistic planning tools. | |
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Portfolio optimization tools Advanced optimization algorithms to maximize returns for given risk levels |
Portfolio optimisation features are included (e.g. maximizing returns for given risk) | |
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Maximum securities tracked The maximum number of individual securities that can be monitored within portfolios |
No information available |
Retirement Planning
(5 Yes /5 Known /10 Possible features)
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Retirement income projections Tools to project income needs and sources during retirement |
Retirement income projections are available as part of holistic wealth planning. | |
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Social Security optimization Analysis tools for optimizing Social Security claiming strategies |
Includes Social Security and related government benefits optimization for relevant markets. | |
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Monte Carlo simulations Probability-based analysis of retirement outcomes using multiple scenarios |
Monte Carlo simulations referenced under risk and scenario analysis tools. | |
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Required Minimum Distribution calculator Tools to calculate and plan for RMDs from retirement accounts |
No information available | |
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Longevity risk analysis Analysis of the impact of different life expectancies on retirement plans |
Longevity risk analysis is standard in advanced retirement planning suites. | |
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Healthcare cost projections Estimates of healthcare and long-term care costs in retirement |
No information available | |
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Retirement account optimization Analysis of optimal contributions and withdrawals across different retirement account types |
Account type optimization for retirement savings is referenced in Avaloq's technical whitepapers. | |
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Retirement income strategies Tools for modeling different retirement income strategies (e.g., bucket approach, systematic withdrawals) |
No information available | |
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Retirement lifestyle modeling Ability to model different spending patterns and lifestyles in retirement |
No information available | |
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Simulation iterations The number of iterations used in Monte Carlo simulations for statistical reliability |
No information available |
Tax Planning
(2 Yes /2 Known /10 Possible features)
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Tax projection tools Capability to project tax liabilities under various scenarios |
Tax projection tools are part of Avaloq's planning module. | |
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Tax-efficient withdrawal strategies Analysis of optimal account withdrawal sequences to minimize taxes |
Tax-efficient withdrawal strategies supported by the system (as indicated in solution guides). | |
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Capital gains planning Tools to manage and optimize capital gains realization |
No information available | |
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Charitable giving strategies Analysis of tax-efficient charitable giving options |
No information available | |
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Estate tax planning Tools for estimating and planning for potential estate taxes |
No information available | |
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Tax bracket management Strategies to manage income levels relative to tax brackets |
No information available | |
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Tax-loss carryforward tracking Ability to track and utilize tax losses carried forward from previous years |
No information available | |
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Alternative Minimum Tax analysis Tools to project and plan for potential AMT implications |
No information available | |
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Multi-state tax planning Support for tax planning across multiple state jurisdictions |
No information available | |
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Tax update frequency How frequently the system updates tax rates, brackets, and rules |
No information available |
Estate Planning
(1 Yes /1 Known /10 Possible features)
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Estate distribution modeling Tools to model different estate distribution scenarios |
No information available | |
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Trust planning tools Support for analyzing different trust structures and their implications |
No information available | |
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Beneficiary management Tracking and management of beneficiary designations across accounts |
Beneficiary management is supported, as referenced in Avaloq's estate and inheritance planning modules. | |
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Gifting strategy analysis Tools to optimize lifetime gifting strategies |
No information available | |
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Business succession planning Support for planning business ownership transfers |
No information available | |
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Estate document inventory Secure storage and management of estate planning documents |
No information available | |
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Dynasty planning Multi-generational estate planning tools |
No information available | |
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Charitable legacy planning Tools for incorporating charitable giving into estate plans |
No information available | |
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Estate tax projection Projection of potential estate tax liabilities under different scenarios |
No information available | |
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Maximum generations modeled The number of family generations that can be included in wealth transfer planning |
No information available |
Client Collaboration and Communication
(7 Yes /7 Known /10 Possible features)
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Client portal Secure online access for clients to view their financial plans and information |
Avaloq provides client portals for online access to plans, portfolios, and documents. | |
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Mobile app access Dedicated mobile application for client access on smartphones and tablets |
Mobile app access is offered in Avaloq's suite, as indicated in their digital channel documentation. | |
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Document sharing Secure exchange of documents between advisors and clients |
Secure document sharing between advisors and clients supported by Avaloq platform. | |
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Co-browsing capability Ability for advisors and clients to simultaneously view and interact with the same screens |
No information available | |
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Client task management Assignment and tracking of client action items |
Task management for clients and advisors is a standard feature for Avaloq client interaction modules. | |
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Virtual meeting integration Built-in or integrated video conferencing capabilities |
Avaloq integrates with third-party and built-in virtual meeting solutions for client engagement. | |
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Collaborative goal setting Tools allowing clients and advisors to collaboratively establish financial goals |
Tools for collaborative goal setting are referenced in Avaloq's digital advice process. | |
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Notification system Customizable alerts and notifications for clients and advisors |
Notification and alerting system is built-in for clients and advisors. | |
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Client feedback tools Mechanisms for collecting and managing client feedback |
No information available | |
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Maximum document storage The maximum amount of document storage available for client files |
No information available |
Data Integration and Aggregation
(8 Yes /8 Known /10 Possible features)
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Account aggregation Ability to automatically collect and consolidate data from multiple financial institutions |
Avaloq aggregates accounts across banking, investment, and insurance for advisors and clients. | |
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Banking integration Direct connections to banking systems for transaction data |
Banking integration (including transaction data feeds) available as per solution documentation. | |
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Investment platform integration Direct connections to investment platforms and custodians |
Direct integration with investment platforms and custodians is a core aspect of the Avaloq suite. | |
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CRM integration Connectivity with customer relationship management systems |
CRM system connectivity is routinely implemented with Avaloq installations. | |
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Document management integration Connections to document management systems |
No information available | |
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Tax software integration Ability to share data with tax preparation software |
Tax software integration is available via Avaloq and partner APIs. | |
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API availability Availability of APIs for custom integrations with other systems |
APIs are available for custom system integrations. | |
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Data import capabilities Support for manual data imports from various file formats |
Manual import of portfolio and transaction data (csv, Excel, etc.) supported. | |
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Real-time data updates Frequency of automatic data refreshes from integrated sources |
Real-time or near real-time data updates standard in modern Avaloq implementation. | |
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Number of supported institutions The number of financial institutions supported for direct data aggregation |
No information available |
Reporting and Analytics
(8 Yes /8 Known /10 Possible features)
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Customizable reporting Ability to create and customize client-facing reports |
Advisors can design and export fully customizable client reports. | |
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Interactive dashboards Dynamic visualization tools for exploring financial data |
Platform supports interactive dashboards for financial data exploration. | |
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Scenario comparison Side-by-side comparison of different financial scenarios |
Scenario comparison tools are referenced in reporting and proposal modules. | |
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White-labeling options Ability to brand reports with advisor/firm branding |
Reports and dashboards can be white-labeled for advisory branding. | |
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Scheduled reporting Automated generation and delivery of periodic reports |
Scheduled/automated report generation and delivery is supported. | |
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Benchmark comparison Ability to compare performance against relevant benchmarks |
Benchmark comparison functionality standard in performance reporting. | |
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Peer group analytics Comparison of client situations against similar demographic groups |
No information available | |
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Export capabilities Options for exporting reports in various formats (PDF, Excel, etc.) |
Reports can be exported as PDF, Excel, and other common formats. | |
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Regulatory compliance reporting Generation of reports required for regulatory compliance |
Regulatory compliance reports (e.g. MiFID) are automatically generated. | |
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Report generation speed The average time required to generate complex financial reports |
No information available |
Security and Compliance
(10 Yes /10 Known /10 Possible features)
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Data encryption Encryption of sensitive data both in transit and at rest |
Data is encrypted in transit and at rest as part of Avaloq's compliance with banking standards. | |
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Multi-factor authentication Additional security layers beyond password protection |
Multi-factor authentication is standard on Avaloq platform solutions. | |
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Role-based access control Granular permission settings based on user roles |
Role-based access control is implemented for platform users. | |
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Audit logging Detailed tracking of all system access and changes |
Audit logs of all actions and changes are maintained (as per banking regulations). | |
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Regulatory compliance frameworks Built-in support for regulatory requirements (GDPR, CCPA, etc.) |
Supports regulatory compliance frameworks (GDPR, CCPA, etc.) as referenced in compliance documentation. | |
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Data residency options Control over geographic location of data storage |
Data residency requirements configurable for geographies, as per Avaloq cloud/hosting compliance. | |
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Secure client communication Encrypted communication channels with clients |
Encrypted secure client communication is supported in client portals and advisor tools. | |
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Vulnerability testing Regular security testing and vulnerability assessments |
Regular vulnerability testing performed by Avaloq per their information security policies. | |
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Disaster recovery Comprehensive backup and recovery capabilities |
Comprehensive disaster recovery and backup, per banking SaaS/hosting standards. | |
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Security certification level The level of external security certification achieved (SOC 2, ISO 27001, etc.) |
Security certifications like ISO 27001 and/or SOC2 are available as stated on Avaloq trust center. |
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