Avaloq.one marketplace
Avaloq.one marketplace
Browse our marketplace and find the right solutions for your needs
Featured fintech applications
Marketplace
ABAKA
AI platforms and digital solutions
Offering AI-powered technologies such as conversational chatbot AVA and intelligent nudges to improve the ways financial service providers engage with their clients and help them financially plan for the future.
InvestSuite
Storytelling portfolio performance to retail clients
Explain portfolio performance in an understandable way to retail investors. All relevant information is delivered based on storytelling principles and intuitive illustrations. StoryTeller can also support an investment advisor in his meetings with clients as well as free up time through automation.
Flybits
Personalized communications via mobile and more
Connect with clients more meaningfully through context-based, personalized content and services. Patent-protected AI and machine learning capabilities power Flybits’ platform, allowing teams to assemble data and improve experiences without deep technical capabilities.
Personetics
AI-Based Personalized Engagement Platform
Realize proactive engagement through analysing financial data in real-time, understanding individuals’ financial behaviours, anticipating their needs and acting on their behalf – turned into day-to-day insights, financial advice, and wellness programs, tailored to mass market, affluent and small businesses.
eyevip
Digital event invitation processing
Make inviting people to events simpler. Eyevip technology digitalizes your event invitation process through personalized invitations, digital guest lists, event reporting and more – from professional customer events to internal employee events, seminars and workshops.
NetGuardians
AI for banking fraud prevention
Proactively detect fraud before it happens with NetGuardians enterprise risk platform. Using advanced behavioural analytics and machine learning, it detects atypical actions and raises alerts or blocks a transaction in real-time.
Discover
Business Area

Investsuite NV
StoryTeller
A worldwide first way of telling the story of a retail client's portfolio performance

Lucht Probst Associates AG
Capmatix automation framework for documents, processes and data
Capmatix merges knowhow and technology, so that you can automate the creation of your processes and documents. It enables the automated creation of PIBs, KIDs and all documents around your individual products and related digital equivalent, i.e. explanatory and educational videos.

SPitch AG
Voice-driven banking services
Banks of any size get clear-cut benefits from automating contact centres and making self-services easier for customers in all channels by deploying NLP/NLU-enabled chatbots, personal assistants and other speech tech tools united within the Spitch conversational platform.

vlot Ltd.
Dynamic life risk analysis & coverage solution
vlot helps banks to be present in their clients’ relevant life events. Individuals/families get easy access to a holistic analysis of 1st & 2nd pillar risk benefits combined with a flexible life insurance to close existing income gaps.

Planar Investments Private Limited
AdviseWealth
The AdviseWealth workbench is a comprehensive relationship manager suite with end-to-end portfolio analytics, powerful financial planning tools, core and satellite portfolio management capabilities, personalized strategy screening that is supported by straight through process execution.

Planar Investments Private Limited
GrowWealth
GrowWealth provides an intuitive investment experience by understanding customer preferences, goal-based planning, risk profiling and access to thematic baskets. Available as a plug and play solution for retail banks and financial institutions with an innovative low-cost business as a service model.

Evooq SA
Advisory application
Evooq’s advisory application is a digital platform that integrates all advisory services. It covers the whole client management and investment process, and enables customization at scale.

Dorsum
my Wealth - revolutionary wealth management
My Wealth app is a unique solution as it merges traditional and digital advisory process into a hybrid model. It brings an engaging digital experience and holistic portfolio overview to the clients and helps them understanding the composition and historical progress of their portfolio.

Flurin Schenkel & Partner GmbH
FACTSHEET-HUB.CH
We provide Swiss BIBs for structured products. Get your BIBs (Basisinformationsblatt) as comfortable as possible over our Web- API. We got the best coverage and deliver always the newest versions.

at-point ag
atpoint.FINAP360
The finance industry’s most attractive credit-highway. atpoint.FINAP360 provides end-2-end support for the customer consultant in their preparation, through the customer consulting process, right until the submission of the credit application.

True Wealth AG
True Wealth
True Wealth digital wealth management solution is a robo advisor that can be integrated into a banks e-banking.

theScreener Investor Services AG
Portfolio Health Check Report Banklet
Direct access to online portfolio health check reports through Avaloq Web Banking.

Tax Source GmbH
TaxSource GmbH
Your partner for tax compliance of national and international private clients. We deliver country specific tax statements and reports.

Sentifi AG
Sentifi AG - Sentifi Widgets & API
Customisable solutions placed directly on any platform that provide contextual information.

CBOE Vest Technologies
Derivatives Strategy Platform
Plattform allows investors to build derivatives strategies in seconds setting risk and return parameters and monitoring performance

Qwil Messenger
Qwil Messenger
Qwil Messenger is a single persistent chat app for everyone, allowing clients of multiple firms to safely engage with their staff representatives within a branded space, fully controlled and coordinated by each firm.

Adviscent
Interactive Advisor
Interactive Advisor is an investment and sales content and personalization hub. Its intelligent recommendation engine enables investment and sales teams to deliver content that fully matches with user profiles and preferences at any point within the client journey.

IBO
IBO Performance Watcher
The professional monitoring and reporting platform Performance Watcher allows to compare and track an unlimited number of portfolios.

ABAKA
ABAKA Content & Analytics
Not every customer you have will engage with you in the same way. That’s why we provide ongoing customer engagement through personalised content and smart analytics, allowing you to tailor your approach.

ABAKA
ABAKA Financial Engine
Essential to Artificial Financial Intelligence™ are the financial recommendations themselves.

ABAKA
ABAKA Data Aggregation (Open Banking, Retirement, Savings)
Use ABAKA’s Open Retirement, Open Savings and Open Banking technology to simply and seamlessly aggregate your clients' externally held accounts

ABAKA
ABAKA Intelligent Nudges
Hyper-personalized engagement is an essential part of customer acquisition & retention. Intelligent Nudges provides that, employing machine learning across big data to deliver hyper-personalisation engagement.

ABAKA
ABAKA Conversational AI & Chatbot
Enterprise level conversational artificial intelligence/natural language processing with deep domain-specific knowledge on retirement, savings & investments.

at-point ag
atpoint.TVE
Boost your conversion rate with atpointTVE, the top solution for digital appointments. It will be integrated directly into your prospects pipeline and enables clients or prospects to make an appointment with your consultants in a few clicks.

Ortec Finance
OPAL Goal Based Management
OPAL is a software solution for financial institutions globally, providing goal-based financial planning models. This enables financial institutions to translate personal goals of their clients into an optimal financial plan and monitor these goals over time.

deriStrat AB
Investment Strategies Builder
Developed for professional and retail investors, it is fastest and easiest to use system for options strategies. Constructs trades, precisely fitting the investor’s risk-return profile and makes it easy for the client to understand risks and analyze their holdings performance.