Avaloq enters U.S. Wealth market with launch of Avaloq Mosaic. Composable platform enables wealth managers to connect fragmented investment data, scale personalized portfolio management and add capabilities without replacing their existing technology stack. NEW YORK-(BUSINESS WIRE)-Avaloq, a global wealth technology firm and part of NEC Corporation, today announced its entry into the U.S. market with the launch of Avaloq Mosaic, a modular platform for wealth managers seeking to modernize investment technology without requiring a full platform replacement. Avaloq Mosaic connects investment data and portfolio processes across existing systems, helping firms introduce new capabilities progressively. Many U.S. wealth managers rely on complex technology environments built up over years of growth and acquisitions. This can make it harder to support personalized investment strategies at scale, respond rapidly to market developments and adopt AI-enabled operating models. Avaloq Mosaic debuts in the U.S. with two core capabilities, Portfolio IQ and Allocator. Portfolio IQ provides a real-time investment view, consolidating holdings, transactions and portfolio information across multiple accounts, custodians and other sources. Allocator translates investment strategies into portfolios across large and complex client books, supporting portfolio construction, personalization and ongoing management at scale. Together, Portfolio IQ and Allocator provide a connected foundation for investment data and portfolio management. The broader Mosaic suite also includes Agent Connect, which provides firms' AI tools governed access to verified investment data. Avaloq will expand the suite with additional capabilities, including Tax for tax-aware investment management, Asset Servicing for position keeping and securities-event administration, and Lending for margin and securities-backed lending decisions. Built for complex wealth environments, Avaloq Mosaic combines a composable, cloud-native and API-first architecture with the governance and operating discipline required by large financial institutions. Martin Greweldinger, Group CEO of Avaloq, said: "The U.S. is the world's largest and one of the most sophisticated wealth markets, with distinct demands on the technology supporting advisors and clients. For more than four decades, Avaloq has built and operated technology for wealth managers across major global markets. With Avaloq Mosaic, we are bringing that experience to the U.S., giving firms the flexibility to modernize their technology, make better use of their investment data and introduce new capabilities without replacing the systems they already rely on." Suzzanna Gill, President, Avaloq U.S., said: "U.S. wealth managers are balancing greater scale with increasingly sophisticated portfolios and rising client demand for faster, more personalized insight, often on technology infrastructures built over many years. The opportunity for firms is to connect investment data with processes they already have, so they can modernize where it creates the greatest business impact." Avaloq has established a U.S. leadership team with experience across wealth management, brokerage, advisory technology and business transformation. Gill has extensive experience in wealth management transformation and building technology-enabled businesses in the U.S. Joel Lewis, Managing Director, U.S. Region, brings experience spanning self-directed brokerage, scaled advisory and full-service wealth management, with a focus on product strategy, transformation and business development. Avaloq supports more than 170 financial institutions globally and reinvests 20% of its software revenue in research and development. Its technology helps wealth managers and private banks automate processes, streamline operations and manage complexity at scale. About Avaloq Avaloq is a global wealth technology company and part of NEC Corporation. For more than four decades, Avaloq has provided technology and services to financial institutions around the world. Avaloq Mosaic is a modular, cloud-native and API-first wealth platform designed to connect investment data, transactions and portfolio processes across existing technology infrastructure, enabling wealth managers to modernize progressively. Contacts. Media contact Jonathan McCammon Communications Manager Phone: +41 58 316 15 09 Email: [email protected] Avaloq. Release Versions Media contact Jonathan McCammon Communications Manager Phone: +41 58 316 15 09 Email: [email protected]

DBS and Avaloq deepen alliance to drive Asian wealth growth. October 5, 2026 DBS, the Singapore-headquartered bank with a leading wealth franchise, has agreed a memorandum of understanding (MoU) with wealth management technology provider Avaloq to broaden a relationship that stretches back 18 years, with the aim of building new wealth capabilities for clients and advisers throughout Asia. The collaboration will focus on three areas: enterprise growth, co-innovation and an exchange designed to build capabilities. Under the agreement, the two firms will look at rolling out the Avaloq platform more widely across the markets and business lines in which DBS operates, adapting it to the requirements of each market. They will also consider co-developing solutions covering digital platforms, products, execution and new models for how wealth management could work in future. The deal forms part of the bank's target of reaching SGD 1 trillion in retail and wealth assets under management by 2030. A central part of that plan is boosting the capacity and skills of the advisers and specialists who serve customers at every stage of their wealth journey. The move comes as appetite for professional investment guidance in Asia climbs, while the sector struggles with a severe shortage of talent. Around 70% of investors currently have a dedicated wealth adviser, and more than 40% of those without one say they would welcome having one, Avaloq said. As wealth builds, firms will need to expand their front and back office workforces and also use technology, data and closer ecosystem partnerships to make each employee more effective. DBS and Avaloq also plan to draw on the bank's people and the technology firm's WealthTech know-how to support skills development and the sharing of expertise. Possible initiatives include learning programmes, knowledge-sharing sessions, cross-functional exchanges and wider engagement with the industry. DBS group executive and head of consumer banking and wealth management Shee Tse Koon said, "Avaloq has been a critical enabler for our wealth management operations for the past 18 years. This latest partnership brings together DBS' wealth and investment expertise with Avaloq's platform and data capabilities to co-create solutions that can swiftly address the evolving needs of our customers and advisers. "By deepening capabilities across the wealth continuum, we can give our advisers greater capacity for the judgment that matters and help more customers put their money to work. This is how we intend to set the pace as Asia's wealth market grows." Avaloq group CEO Martin Greweldinger said, "We are excited to begin a new chapter in our partnership with DBS and build on 18 years of shared success. Together, we plan to expand into new markets, deepen coverage across business lines, co-create the next generation of wealth technology and equip tomorrow's wealth-management talent with the skills needed for an increasingly AI-enabled industry. This shared ambition will help extend high-quality investment capabilities to a broader and more diverse client base." Enjoying the stories? Investors. The following investor(s) were tagged in this article.

DBS, Avaloq expand partnership as wealth business targets S$1 trillion in assets. The two firms will explore wider use of Avaloq's platform across DBS markets and business lines. Get the hottest Fintech Singapore News once a month in your Inbox DBS and Avaloq will jointly develop new wealth management capabilities as the bank targets S$1 trillion in retail and wealth assets by 2030. The two firms have signed a MoU to expand their 18-year partnership across business growth, co-innovation and capability building. DBS will explore wider use of Avaloq's wealth management platform across its markets and business lines, with deployments tailored to local requirements. The firms will also look at jointly developing capabilities across digital platforms, products, execution and future wealth management models. The expanded partnership comes as demand for professional investment advice grows across Asia while the industry faces a shortage of wealth management talent. The partnership is intended to strengthen the capability and capacity of DBS advisers and specialists as its wealth business grows. It will also cover skills development and knowledge exchange through learning programmes, knowledge-sharing sessions and cross-functional exchanges. Shee Tse Koon, Group Executive and Head of Consumer Banking and Wealth Management, DBS, said, "This latest partnership brings together DBS' wealth and investment expertise with Avaloq's platform and data capabilities to co-create solutions that can swiftly address the evolving needs of our customers and advisers. By deepening capabilities across the wealth continuum, we can give our advisers greater capacity for the judgment that matters and help more customers put their money to work." Martin Greweldinger, Group Chief Executive Officer, Avaloq, said, "Together, we plan to expand into new markets, deepen coverage across business lines, co-create the next generation of wealth technology and equip tomorrow's wealth-management talent with the skills needed for an increasingly AI-enabled industry. This shared ambition will help extend high-quality investment capabilities to a broader and more diverse client base." Featured image: (From left) Evy Wee (DBS), Shee Tse Koon (DBS), Martin Greweldionger (Avaloq), Pascal Wengi (Avaloq)