Cutting Through Complexity For Clients At aixigo

Delia Steiner Country Manager, Switzerland & Liechtenstein aixigo

More than 20 years ago, aixigo – from "exigo" (Greek, "explain") and "aix" from "Aix la Chapelle" (French, "Aachen") - was founded with the vision to "make investors". What does that mean? In the midst of the stock market boom in the late 90s, we envisioned to educate novice investors to enhance their financial literacy regarding capital markets with the help of technology - and research and behavioral finance have played a fundamental role from the very beginning.

Even though our business focus has shifted over the years towards offering a high-performing wealth management platform for the financial industry, these principles are still part of our DNA. We are committed to constantly creating innovative, real added-value solutions that minimize complexity and simplify life for both advisor and client.

We realise this by continuously refining our products together with our customers, geared towards real client needs and emerging market trends.

We have already proven many times that we are a technological leader and a future-proof partner for financial institutions that want to stay ahead of the innovation curve. And our financial planning solution for Switzerland - which luckily also earned us the WealthBriefing Swiss Award for “Most innovative client solution” - provides another proof for this. It is built upon our API-based aixigo: BLOXX Wealth Management Platform which provides all technological capabilities for creating individual, innovative and profitable wealth management services in the areas of investment advisory, portfolio monitoring and analysis, portfolio management and financial planning.

Besides, it perfectly matches current market needs, since especially in a world that is more uncertain than ever clients increasingly insist on financial security – which includes reliably planning their financial future.

Clients need the reassurance of being able to map various "what if" scenarios, so that they have peace of mind that no matter what the future holds, their financial soundness is assured. Our financial planning solution enables Swiss advisors to offer financial planning services that perfectly match these clients’ needs.

We have already proven many times that we are a technological leader and a future-proof partner for financial institutions that want to stay ahead of the innovation curve.

As an example, aixigo's solution explicitly permits the consideration of the recommended Pillar 3a and allows advisors to easily provide comprehensive and transparent financial advice that sustainably optimises the client's finances and financial future. Fully compliant with Swiss regulations, the solution perfectly balances complexity and simplicity.

Of course, like all aixigo solutions, our Swiss financial planning solution offers unparalleled speed, scalability and flexibility. What exactly does this mean and how is it achieved?

Thanks to powerful algorithms and an in-memory database, aixigo's platform is incredibly fast. This facilitates innovative and digitally supported advisory processes that require rapid data processing such as identifying the best financial paths for clients. Thanks to the API-first approach, the solution allows for quick, easy and seamless integration into existing and prospective infrastructures and services and eliminates the need to use numerous isolated solutions.

In this way, our solutions lay the perfect foundation for banks and financial service providers to counter margin pressure, regulatory complexity and rising customer expectations.