Overview

Aiviq provides a cloud-based SaaS platform for asset managers that aggregates data from 300+ sources into a single, unified view of assets under management, flows, and revenue. The platform acts as a Customer Book of Record (CBOR), standardizing transaction and holding data with a rich data model and quality rules to support client matching, sales attribution, and accurate AUM reconciliation. It helps firms analyze revenue, improve sales performance, and monitor redemption risk, all delivered via subscription with managed data services. Aiviq differentiates itself by its CBOR approach, extensive data connectivity, and a focus on digital transformation for investment managers.