Solutions for Private Banking & Wealth Management
Improve client service through strategic data management
Leading and Trusted Supplier
More than 40 Private Banking and Wealth Management institutions depend on AIM Software to power their operating systems with data that is reliable, complete and consistent.
With new competitors, regulatory imperatives and more demanding client expectations, the Wealth Management and Private Banking industry is under more pressure than ever before, forcing wealth managers and private banks to re-evaluate their operating models. Following the financial crisis, investors have become increasingly sensitive to risk. This, combined with the current low yield environment, means that meeting client expectations of returns in a digitalized world is becoming increasingly difficult. In addition, regulatory pressure and the cost of compliance continue to increase. At the same time, clients are demanding easier ways to manage their assets.
Wealth Management and Private Banking firms are often held back by legacy systems and manually intensive processes. To remain competitive, they must optimize their operating models and become more innovative. This means adopting a more strategic approach to data management.
A data quality firewall for improved client service
AIM Software enables Private Banking and Wealth Management organisations to streamline their data management operations, increase their business agility, and meet client expectations. We provide fully-productized business applications for reference data management, portfolio pricing and analytics, corporate actions processing and legal entity data management.
With more than 40 private banking institutions benefiting from GAIN, AIM Software is the leading and trusted provider of data management software to the private banking and wealth management community.
Relevant client stories in Private Banking & Wealth Management
Bank Vontobel leverages GAIN to offer Reference Data Utility services, opening new growth opportunities
Bank Vontobel leverages GAIN to offer Reference Data Utility services, opening new growth opportunities
Banque de Luxembourg delivers high quality and fully traceable reference data to Avaloq using GAIN
Banque de Luxembourg delivers high quality and fully traceable reference data to Avaloq using
Aiming for excellence in Corporate Actions Processing at a Leading Swiss Private Bank
Aiming for excellence in Corporate Actions Processing at Top Swiss Private Bank
Global Private Bank reaches 80% automation in announcement capture, reducing risks in corporate actions
Global Private Bank reaches 80% automation in announcement capture, reducing risks in corporate actions
The Market-leading Buy-Side Expert
AIM Software is the largest EDM provider focused exclusively on the Buy-Side industry.
We are a fast-growing and award-winning provider of solutions, recognized market leader in the data management space with over 100 Buy-Side clients in Europe, America and Asia.
Our suite of solutions is structured around distinct “business applications” that our clients can use to address their requirements and challenges: securities, market data, corporate actions, research, legal entities, index & benchmark data etc.
Each application benefits from best practices, built with our community of clients, that we release and maintain as part of the software.
AIM Software is the only vendor to provide a combination of a best-of-breed and modern data management system with productized applications, with deep configuration abilities and continuous functionality enrichment for the benefit of all users.
Industry Brochure
Find out more about our Solutions for Private Banking & Wealth Management Institutions
Find out more about how GAIN has helped private banking and wealth management institutions to improve efficiency, governance and controls over their data – including relevant case studies from the industry.
Latest Industry Insights
Interview – Selecting the Right Data Management Platform
INTERVIEW Selecting the Right Data Management Platform - An Interview with Conning and AIM Software As more market participants realize how essential strong data governance is over the past few years, the
The Importance of Pricing Controls in Fund Valuation
The Importance of Pricing Controls in Fund Valuation By Paul Kersch, Product Owner for GAIN Portfolio Pricing, AIM Software With a trend towards increased regulatory scrutiny and the high cost of
PRESS RELEASE: AIM Software appoints Florian Rosenberg as Global Head of Engineering
AIM Software appoints Florian Rosenberg as Global Head of Engineering New York, Vienna –September 5, 2018 AIM Software, a leading provider of Enterprise Data Management (EDM) software, has appointed Florian Rosenberg as Head of Engineering.