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Avaloq Wealth

Avaloq Wealth automates a full, client-focused investment process to strengthen and streamline your advisory and discretionary business. A unified platform combines four applications tailored to your specialists. Investment analysts, portfolio managers, advisors and relationship managers collaborate via appealing interfaces that produce coherent strategies, personalized portfolios and timely advice for clients along a seamless investment journey. A unified data model ensures that data stays consistent, actions taken transparent and operational risk in check.


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Reports on iPad

Avaloq Wealth Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders.

Avaloq Wealth has a product scorecard to explore each product feature, capability, and so much more.

  • Net Promoter Score and Planned Renewal Rates
  • Feature and Vendor Capability Breakdown
  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role

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