aixigo:BLOXX
The aixigo:BLOXX is an advanced wealth management software that empowers financial service providers with customizable tools for portfolio analysis, risk assessment, and user management. Its API-driven architecture supports tailored service design, enabling seamless integration of financial products and dynamic reporting, all while ensuring compliance with regulatory standards.
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Top aixigo:BLOXX Features
- Customizable wealth management services
- Flexible API integration
- Comprehensive risk assessment tools
- Historical market data analysis
- User-friendly data visualization interface
- Portfolio comparison and order suggestions
- Automated portfolio monitoring capabilities
- Document management and quality assurance
- Simulation of income development
- Workflow management for advisory processes
- Advanced search and segmentation features
- Event-driven customer notifications
- Mass report generation infrastructure
- Compliance impact analysis for orders
- Multi-participant case management
- Dynamic target allocation calculations
- Integration with external financial data sources
- Predictive financial modeling capabilities
- Tailored investment goals administration
- Detailed API documentation access
