Aiviq

Name

Aiviq

Legal name

Aiviq Limited

Website

https://aiviq.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Asset Management Data Management Software

NAICS

Software Publishers (513210), Software Publishers (51321), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Data Platform (Unified Data & Analytics) Suites (HDAEABAD)

akta.pro secondary industries

Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)

Keywords

• Asset management data
• Client data platform
• AUM flow analytics
• SaaS data management
• Revenue intelligence

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: Cloud-based SaaS platform subscription model with modular products. Flexible licensing options scale with number and complexity of data sources. Products include AUM & Flow Data Management, Client Matching & Sales Attribution, and Agreements & Terms Management (TermsCloud).
2. Professional Services: Implementation services including business case structuring, mobilisation, configuration, testing and business adoption. Specialist data analysts and project managers with accelerators for rapid value realisation.
3. Managed Services: Ongoing managed data services covering data sourcing, quality control and reporting aligned with customer operating models. Scales with number and complexity of data sources stewarded.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels9 records

Core offering

Aiviq provides a cloud-based SaaS client data platform that consolidates AUM, Flow and Revenue data from 300+ global sources into a unified Client Book of Record (CBOR) for global asset managers. Its modular suite covers AUM & Flow data management, AI-powered client matching and sales attribution, and agreement/terms management with fee and rebate calculations. The platform is delivered as subscription software with supporting professional and managed services, and is extended through an AI-powered Snowflake Native App.

Product overview

Aiviq is a cloud-based SaaS client data platform for the global asset management industry. The platform operates as a unified platform-plus-modules architecture built around a central Client Book of Record (CBOR) that consolidates 300+ global data sources. The core product suite consists of: Global AUM & Flow Data Management for consolidating assets and flow data; Client Matching & Sales Attribution for mapping client relationships and attribution; and Agreements & Terms Management (TermsCloud) for commercial terms and revenue intelligence. The Aiviq Integration Hub provides connectivity to enterprise tools. Aiviq Intelligence is an AI-powered add-on module providing machine learning and data science capabilities including anomaly detection, predictive analytics, and generative AI for natural language querying. The Snowflake Native App extends the platform to Snowflake Marketplace for joint customers. The platform is accredited with ISO 27001:2022 information security standard and is a wholly owned subsidiary of Alpha FMC.

Differentiator

Problem solved

Functional benefit

Brands

• Aiviq Intelligence: AI-powered client data intelligence platform featuring machine learning and data science capabilities across the entire platform, including client predictions, file and data intelligence, and matching and mastering intelligence.
• TermsCloud
• SMART Outputs

Products and services

• Aiviq Client Data Platform Cloud-based SaaS client data platform for asset managers that consolidates 300+ global data sources into a unified Client Book of Record (CBOR) to master AUM, flows, revenue and client relationships; foundation offering for global enterprise asset managers.
• Global AUM & Flow Data Management Consolidates AUM and flow data from 300+ global data sources with configurable data enrichment rules, automated net AUM reconciliation across vehicles and providers, and enterprise architecture processing millions of transactions for firm-wide reporting; for asset managers needing accurate firm-wide reporting.
• Client Matching & Sales Attribution AI-powered universal client recognition mapping client relationships across the entire distribution network, with role-based attribution capturing every party influencing flows and CRM & distribution intelligence for strategic and tactical decisions; for asset managers' sales, distribution and relationship management teams.
• Agreements & Terms Management (TermsCloud) Centralised agreement mastering with digitised terms storage, automated fee and rebate calculations, payment obligation monitoring, and net revenue intelligence for pricing strategy and service decisions; for asset managers overseeing distributor relationships and commercial risk.
• Aiviq Integration Hub Hub and spoke model connecting Aiviq with all distribution data systems and sources, with all integrations monitored in real time under managed service; provides connectivity to analytics, CRM, productivity, cloud, data quality and MDM tools.
• Aiviq Intelligence AI-powered client data intelligence add-on module providing next-generation machine learning and data science across the platform, including client intelligence (predictive analytics, redemption risk, growth opportunity), file and data intelligence (anomaly detection), and matching and mastering intelligence for automated client matching; for asset managers seeking AI-augmented decisioning within the existing CBOR.
• Aiviq Snowflake Native App AI-powered native application available on the Snowflake Marketplace enabling joint customers to access Aiviq datasets with out-of-the-box insights and AI-driven analytics directly within their secure Snowflake environments, featuring Streamlit and Cortex Agent functionality for natural language querying and automated dashboard generation; for joint Aiviq and Snowflake customers.
• Professional Services Implementation services covering business case structuring, mobilisation, configuration, testing and business adoption, delivered by specialist data analysts and project managers with accelerators for rapid value realisation; for new and expanding Aiviq customers.
• Managed Services Ongoing managed data services covering data sourcing, quality control and reporting aligned with customer operating models, scaling with the number and complexity of data sources stewarded; for asset managers needing ongoing operational support.

Quantifiable outcome

• Approximately 29% of total reporting cost eliminated through single mastered source
• +5 more outcomes

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability10 records

Feature6 records

Partnerships

14 partnerships are on record, tiered core/flagship, core and supporting.

• Snowflakecore/flagshipTechnology or Integration · 12 June 2026Strategic partnership with Snowflake for AI-powered Native App on Snowflake Marketplace. Joint customers access Aiviq datasets with out-of-the-box insights and AI-driven analytics directly within secure Snowflake environments. 80% of Aiviq clients specify Snowflake as strategic destination for data products delivery. App enables natural language querying and automated dashboard generation through Streamlit and Cortex Agent functionality.
• BroadridgecoreTechnology or IntegrationStrategic integration providing direct connectivity between Aiviq's AUM & Flow data and Broadridge's GMI solution for automated market intelligence. Enables asset management firms to improve speed and availability of global fund data with better quality and efficiency.
• QliksupportingTechnology or IntegrationIntegration allowing direct connection of Qlik with Aiviq datasets to craft tailored user experiences around client data.
• Microsoft PowerBIsupportingTechnology or IntegrationIntegration enabling Aiviq's hosted PowerBI solution or customer-owned PowerBI connectivity to bring MS Fabric and PowerBI benefits to users with pre-configured dashboards.
• TableausupportingTechnology or IntegrationIntegration connecting Tableau directly with Aiviq datasets to craft tailored user experiences around client data.
• BoomisupportingTechnology or IntegrationIntegration connecting Aiviq with Boomi's Master Data Management solution for golden source reference data integration.
• TalendsupportingTechnology or IntegrationIntegration connecting Aiviq with ETL and Data Quality solutions such as Talend to drive consistency across customer data stacks.
• Microsoft AzurecoreTechnology or IntegrationCloud infrastructure platform for Aiviq. Connect Aiviq data with Azure Integration, Storage, AI/ML and Analytics services to optimize customer data stacks.
• AWSsupportingTechnology or IntegrationIntegration connecting Aiviq data with AWS stack from S3 storage through to AI/ML services for data exploitation and integration.
• SalesforcesupportingTechnology or IntegrationCRM integration delivering automated Client AUM, flow and revenue insights and data feed crafted to integrate with customer Salesforce data model.
• Microsoft DynamicssupportingTechnology or IntegrationCRM integration delivering automated Client AUM, flow and revenue insights and data feed crafted to integrate with customer MSD data model.
• Microsoft TeamssupportingTechnology or IntegrationProductivity integration delivering exception-based notifications and data insights in MS Teams to drive business and data team collaboration.
• SlacksupportingTechnology or IntegrationProductivity integration delivering scheduled and exception-based tasks, notifications and data insights directly to business and data teams.
• Microsoft OutlooksupportingTechnology or IntegrationProductivity integration delivering scheduled and exception-based email notifications and reports directly to business and data teams.

Scale indicators7 records

Recent moves7 records

Expansion highlights7 records

Peers

• BlackRock Aladdin:

Direct peers

• SimCorp: Leading provider of investment management software (IBOR/ABOR) for asset managers, insurance, and pension funds. Most direct comparable in purpose-built asset management data platforms, with overlapping modules in portfolio and client data mastering and a similar enterprise SaaS GTM model.
• Confluence Technologies: Specialist in investment data management, performance, and reporting for asset managers and service providers. Highly comparable to Aiviq's CBOR and AUM/flow data mastering use cases, with overlapping regulatory reporting and distribution analytics workflows.

Regional players

• Murex: Enterprise platform primarily for capital markets and treasury, with growing asset management coverage via MX.3. Overlaps with Aiviq on data integration and workflow for large financial institutions, but with a stronger capital markets heritage than pure-play AM distribution data.

Broad incumbents

• SS&C Technologies (Advent): Major financial services software provider whose Advent suite addresses investment accounting, reconciliation, and data management for asset managers. Competes with Aiviq's AUM & Flow and mastering capabilities at the back office, with much larger scale and broader portfolio reach.
• Broadridge Financial Solutions: Large incumbent in asset management data, distribution, and post-trade processing. Strategic integration partner with Aiviq via GMI connectivity, but bundles similar AUM/flow and client data capabilities into a much broader operating platform that could disintermediate Aiviq at renewal.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AiviqData
• YouTubeyoutube.com/channel/UCPxD1ecW7y3hloBW0xm-p5w
• LinkedInlinkedin.com/company/aiviq

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Aiviq