AQUA Valley Solutions

What AQUA Valley Solutions does

AQUA Valley Solutions S.A. is a Luxembourg-incorporated, founder-owned IT services and software company founded in 2007 that develops and sells B@nkVista, an integrated portfolio management and CRM platform for European private banks, asset management firms, and family offices. B@nkVista is a single platform composed of five modules: Portfolio Management (multi-custodian consolidated views, rebalancing, benchmarking, NAV recording, private equity and unlisted-asset handling, performance attribution), an Order Management System (order generation and routing via Lite Swift with automated reconciliation), Client Relationship Management (centralized client records, MiFID questionnaire, messaging integration), Reporting and Web Access (customizable, multi-device web reporting), and Risk Management & Compliance (MiFID II questionnaire, KYC name-check, pre- and post-trade constraint checks, risk indicators including VaR, beta, tracking error, and stress tests). The platform integrates with Bloomberg and interfaces with multiple custodian banks and brokers.

The company operates on a subscription/recurring enterprise-software revenue model with quote-based pricing and annual billing, sold through a consultative direct enterprise sales motion anchored by 'Request a demo' CTAs and dedicated solution specialists. Customer evidence includes named enterprise logos such as Andbank Luxembourg, ABN AMRO Bank, Pure Capital, Massena Partners, FWU Group, Orcadia, K&B Financial Group, Core Capital, and Paris Bertrand Strudza, spanning private banking, asset management, and family-office verticals. Commercial reach extends across five Western European countries (Luxembourg, Belgium, Switzerland, the Netherlands, and France) from the Luxembourg headquarters, with a 11-50 person team and a three-partner founder structure (Puebla Gonzalez for technology, Winand for business development, Van Hoek for finance/operations). The business is bootstrapped with no disclosed external funding, acquisitions, patents, or third-party partnerships beyond the Bloomberg integration.

Name

AQUA Valley Solutions

Legal name

Aqua Valley Solutions S.A.

Website

https://aquavs.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Computer Systems Design and Related Services (54151), Computer Systems Design Services (541512), Custom Computer Programming Services (541511)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

Keywords

• Portfolio management software
• Wealth management software
• Asset management software
• Private banking software
• Order management systems

Headquarters

HQ city

Luxembourg

HQ country

Luxembourg

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. B@nkVista Software Licensing/Subscription: Provides software solutions to private banks, asset management firms and family offices. Given the enterprise nature of the product and implementation requirements, revenue is likely generated through software licensing with subscription or annual maintenance fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

AQUA Valley Solutions develops and licenses B@nkVista, an integrated portfolio management and CRM software platform tailored for private banks, asset management firms and family offices. The platform combines consolidated multi-custodian portfolio management, order management, client relationship management, customizable reporting/web access, and MiFID II-compliant risk and compliance tooling in a single deployment, with native integration to Bloomberg and Lite Swift order routing.

Product overview

Aqua Valley Solutions offers B@nkVista, a unified portfolio management and CRM platform for private banks, asset management firms, and family offices. The platform consists of a core system with six integrated modules: Portfolio Management (consolidated views, rebalancing, benchmarking, performance attribution), Order Management System (order generation and routing via Lite Swift), Client Relationship Management (with integrated MIFID questionnaire), Reporting and Web Access (customizable reporting with web client access), and Risk Management & Compliance (investment constraints, KYC, risk indicators). The solution connects to custodian banks, brokers, and financial data providers including Bloomberg.

Differentiator

Problem solved

Functional benefit

Brands

• B@nkVista: Portfolio management software and CRM solution for private banks, asset management firms, and family offices, featuring portfolio management, order management system, client relationship management, reporting and web access, and risk management & compliance modules.

Products and services

• B@nkVista Integrated portfolio management and CRM software platform for private banks, asset management firms and family offices. Connects to custodian banks, brokers and financial information providers (including Bloomberg), and combines multi-custodian portfolio views, order management, client relationship management, reporting/web access, and MiFID II-compliant risk and compliance tooling.

Quantifiable outcome

• Considered 'one of the best on the market' per client testimonial while remaining affordable

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature6 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Finastra: Large financial software provider offering wealth, retail and corporate banking platforms. Competes with B@nkVista in private banking/wealth segment but as part of a broad banking-suite portfolio with substantially greater scale.
• Temenos: Global banking software incumbent offering core banking, wealth and portfolio management capabilities. Competes with B@nkVista in private banking and wealth but as part of a much broader banking platform portfolio rather than as a focused wealth specialist.
• FIS (Fidelity National Information Services): Global financial technology incumbent offering wealth and asset management software alongside core banking and capital markets solutions. Overlaps with B@nkVista at the high end of private banking and family offices.
• SS&C Advent: SS&C's Advent unit provides portfolio management, order management and CRM software (Geneva, Moxy) to asset managers and hedge funds. Overlaps with B@nkVista's OMS and portfolio management modules but addresses larger and more institutional clients.
• SimCorp: Large Danish investment management software vendor (SimCorp Dimension) used by asset managers, insurance and pension funds. Overlaps with B@nkVista's portfolio management, order management and performance analytics but serves larger, more institutional buy-side clients.

Direct peers

• Profile Software: Greece-based provider of wealth, investment and banking software including the Axia platform for portfolio management, CRM and compliance. Closely comparable to B@nkVista across target segment (private banks, family offices, asset managers) and integrated module coverage.
• GBST: Provider of wealth management and brokerage platforms (Composer, WealthConnect) for financial institutions. Comparable to B@nkVista as an integrated wealth platform serving private banks, asset managers and family offices with CRM, portfolio and compliance modules.
• ERI Bancaire (Banking Suite): Swiss vendor of Banking Suite, an integrated core banking and wealth management platform used by private banks and family offices in Europe. Directly comparable in vertical, integrated platform offering and European mid-market focus.
• Avaloq: Swiss-headquartered wealth management platform serving private banks and asset managers with an integrated front-to-back office suite. Directly comparable to B@nkVista in target customer (private banks), core functionality (portfolio management, CRM, compliance) and European wealth focus.

Emerging players

• Quartz (Keylane): European wealth and pensions software provider serving insurers, banks and family offices. Comparable in European mid-market wealth focus and modular platform approach, but smaller and more specialized than the largest incumbents.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/aqua-valley-solutions-s-a-

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AQUA Valley Solutions