Alloq Weatlh
Everything you expect from the most used Wealth Management software in Europe:
Custom reporting
We understand that this is one of the most important touchpoints with clients.
50+ custodians connected
Over 50 custodians are integrated in our platform. This is done via our propriatary SaaS Alloq EDM
Rebalancing and FX hedging
Built on technology from Alloq Institutional, we offer model portfolio rebalancing to extrem advanced options.
Ready for Family Offices
Manage all the assets of your clients, including illiquid assets such as art and real estate.
Connect to popular CRM's
Alloq Wealth connects to multiple popular CRM's. Such as Pipedrive, Sugar CRM. It will feed and pull data from there.
Fully compliant
Alloq Wealth supports MiFID II regulations so you don't have to worry about this.
Automate tasks & activities
Assign tasks, set deadlines, and monitor team activities to stay on top of every client contact opportunity.
Performance analytics
Track key metrics like conversion rates, response times, and top-performing reps with clear dashboards.
Mobile access
Clients and portfolio managers can work on the go with a mobile-friendly interface.
Our clients speak for us
They absolutely love to work with our product.
