Alloq Wealth
Alloq Wealth
Next-generation, front-to-back portfolio management, built from scratch with modern, cloud-agnostic technology.
Next-generation, front-to-back portfolio management, built from scratch with modern, cloud-agnostic technology.
Alloq Weatlh
Everything you expect from the most used Wealth Management software in Europe:
Alloq Weatlh
Everything you expect from the most used Wealth Management software in Europe:
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.
Custom reporting
We understand that this is one of the most important touchpoints with clients.
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
50+ custodians connected
Over 50 custodians are integrated in our platform. This is done via our propriatary SaaS Alloq EDM
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.
Rebalancing and FX hedging
Built on technology from Alloq Institutional, we offer model portfolio rebalancing to extrem advanced options.
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.
Ready for Family Offices
Manage all the assets of your clients, including illiquid assets such as art and real estate.
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.
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.
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.
Fully compliant
Alloq Wealth supports MiFID II regulations so you don't have to worry about this.
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.
Automate tasks & activities
Assign tasks, set deadlines, and monitor team activities to stay on top of every client contact opportunity.
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.
Performance analytics
Track key metrics like conversion rates, response times, and top-performing reps with clear dashboards.
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.
Mobile access
Clients and portfolio managers can work on the go with a mobile-friendly interface.
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.
Our clients speak for us
They absolutely love to work with our product.
Our clients speak for us
They absolutely love to work with our product.
We are using Alloq on a daily basis to monitor, rebalance and FX hedge € 270 billion assets (under management). This includes our journey to Total Portfolio Management. PGGM has classified Alloq as one of our critical software applications. And they are handling this with great care and support.
Jeroen Rijk
Head of Total Portfolio Management, PGGM
I’ve known Kees and the VI Company team for many years. They support our growth in Europe with the digital solutions they develop and operate for us. Their work helps ensure that our services are accessible and easy to use for a broad range of investors. Would recommend working with them.
Martijn Rozenmuller
CEO, VanEck Europe
For over 15 years, VI Company has been a trusted partner for the platforms related to ING's exchange traded products. Their team is business minded and comes up with innovative solutions that helps us to give our clients the best possible experience.
Sander van Baren
Director CSG Investment Solutions, ING Bank N.V.
By using Alloq, our process has become more effective and easier to control. The quick responsiveness of the Alloq team regarding support and further development is excellent.
Jan Willem Cartens,
Portfolio Manager, MN
We are using Alloq on a daily basis to monitor, rebalance and FX hedge € 270 billion assets (under management). This includes our journey to Total Portfolio Management. PGGM has classified Alloq as one of our critical software applications. And they are handling this with great care and support.
Jeroen Rijk
Head of Total Portfolio Management, PGGM
I’ve known Kees and the VI Company team for many years. They support our growth in Europe with the digital solutions they develop and operate for us. Their work helps ensure that our services are accessible and easy to use for a broad range of investors. Would recommend working with them.
Martijn Rozenmuller
CEO, VanEck Europe
For over 15 years, VI Company has been a trusted partner for the platforms related to ING's exchange traded products. Their team is business minded and comes up with innovative solutions that helps us to give our clients the best possible experience.
Sander van Baren
Director CSG Investment Solutions, ING Bank N.V.
By using Alloq, our process has become more effective and easier to control. The quick responsiveness of the Alloq team regarding support and further development is excellent.
Jan Willem Cartens,
Portfolio Manager, MN
We are using Alloq on a daily basis to monitor, rebalance and FX hedge € 270 billion assets (under management). This includes our journey to Total Portfolio Management. PGGM has classified Alloq as one of our critical software applications. And they are handling this with great care and support.
Jeroen Rijk
Head of Total Portfolio Management, PGGM
I’ve known Kees and the VI Company team for many years. They support our growth in Europe with the digital solutions they develop and operate for us. Their work helps ensure that our services are accessible and easy to use for a broad range of investors. Would recommend working with them.
Martijn Rozenmuller
CEO, VanEck Europe
For over 15 years, VI Company has been a trusted partner for the platforms related to ING's exchange traded products. Their team is business minded and comes up with innovative solutions that helps us to give our clients the best possible experience.
Sander van Baren
Director CSG Investment Solutions, ING Bank N.V.
By using Alloq, our process has become more effective and easier to control. The quick responsiveness of the Alloq team regarding support and further development is excellent.
Jan Willem Cartens,
Portfolio Manager, MN
Join our team
We have a beautiful mix of wealth managers that engange with us to shape the future of portfolio management software with us. Would you like to join this group?
Join our team
We have a beautiful mix of wealth managers that engange with us to shape the future of portfolio management software with us. Would you like to join this group?
Join our team
We have a beautiful mix of wealth managers that engange with us to shape the future of portfolio management software with us. Would you like to join this group?