Escrow Protection Services to Avaloq Clients.

LPADoc 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.

The Delio platform digitises the entire private investment lifecycle, with deal origination, distribution, transaction and reporting being integrated seamlessly into one continuous workflow. Our white-labelled technology acts as the centralised hub for all your private markets activity.

Ambit Focus IFRS 9 helps you assess its impact on your balance sheet, profits and losses and quantify the effects of modified risk parameters.

kdprevent™ is a AML and compliance platform to address all the compliance issues like AML, fraud, reputational risk, terror financing.

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.

GAIN Portfolio Pricing is an award-winning Pricing Master solution dedicated to the management of multiple pricing policies.

GAIN Corporate Actions empowers investment management and global custodian firms to keep control over their corporate actions data.

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

FactSet Digital Solutions provides digital investment solutions for retail and private banking, wealth management, online brokerage and advisory.

Avaloq Adapter for the AML and Compliance Platform.

The OneSumX suite provides capabilities to analyze, interpret and address their ever-changing global regulatory reporting and compliance obligations.