AB Selects Aiviq for ClienAUM and Flow Data Products and Services

AiviqMarch 30, 20238 min

Aiviq, a leading cloud-based SaaS business for the global asset management industry, today announced a multi-year deal with AllianceBernstein (AB), a global investment management firm, to provide client assets under management (AUM) and flow data management products and services for AB’s international business. Aiviq has licensed its industry leading client AUM & flow data management platform to AB and will provide a number of enterprise AUM & flow data sets via its managed service offering. This will standardise a diverse range of AUM and flow data sources across AB’s European funds business to support AB’s reporting and analytics requirements across sales, marketing, client service and business management.

Honor Solomon, Head of EMEA Retail, AllianceBernstein said:

“Aiviq and AllianceBernstein share a culture of collaboration, partnership and co-innovation,
which has enabled us to develop this highly successful capability together. The Aiviq platform
is a key pillar of AB’s global strategy to develop a data-driven sales capability. We look
forward to our continued collaboration with Aiviq.”

Mark Leedham, Head of Technology and Operations – Client Group, AllianceBernstein

“The Aiviq platform’s extensive data model, and expansive library of data quality rules, allows
us to accurately map the role of key participants in the investor eco system to a given
transaction or holding. This capability enables us to reconcile client AUM and ‘flow to fund’
accounting data and use sophisticated data matching techniques.”

Greg Glass, Executive Director, at Aiviq commented:

“AB’s investment in the Aiviq platform is evidence of the accelerating trend in the asset
management industry to gain competitive advantage by exploiting data more creatively.
AUM & flow data describing a client’s economic footprint is one of the most valuable and
under exploited data sets in the industry. AB has created a definitive Customer Book of
Record (CBOR) that can be used to support use cases across the enterprise in sales,
marketing, finance, strategy and beyond. We are delighted with the partnership with AB and
we look forward to collaborating closely in the years to come.”

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