Avaloq Wealth

What is 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.