List of aixigo BLOXX Financial Planning Customers
Aachen, 52072,
Germany
Since 2010, our global team of researchers has been studying aixigo BLOXX Financial Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased aixigo BLOXX Financial Planning for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using aixigo BLOXX Financial Planning for Portfolio and Investment Performance and Planning include: Commerzbank, a Germany based Banking and Financial Services organisation with 37728 employees and revenues of $14.01 billion, Vontobel, a Switzerland based Banking and Financial Services organisation with 2340 employees and revenues of $1.61 billion, BNP Paribas Securities Corp., a United States based Banking and Financial Services organisation with 612 employees and revenues of $438.0 million and many others.
Contact us if you need a completed and verified list of companies using aixigo BLOXX Financial Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The aixigo BLOXX Financial Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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BNP Paribas Securities Corp. | Banking and Financial Services | 612 | $438M | United States | aixigo | aixigo BLOXX Financial Planning | Portfolio and Investment Performance and Planning | 2020 | n/a | In 2020, BNP Paribas Securities Corp. implemented aixigo BLOXX Financial Planning to create a scalable portfolio-management and advisory solution in the Apps Category that supports advisers with analytics and MiFID-compliant suitability workflows. The deployment focused on Wealth Management and private banking advisory processes, instrumenting portfolio monitoring and client suitability checks across advisor desks and regional teams. Configuration emphasized advisory and portfolio-management capabilities, aixigo BLOXX Financial Planning delivered modules for analytics driven portfolio views, suitability workflow orchestration, and ongoing portfolio monitoring, with financial-planning capabilities described as part of the broader advisory platform. The implementation aligned standard financial planning and advisory workflows with MiFID suitability rules and adviser-facing analytics to support recommendation and monitoring processes. Operational governance included advisor process restructuring to embed suitability workflows and portfolio surveillance into regular advisory cadences, with rollout phased to advisor teams and private banking units in the region. Outcomes reported include improved advisor efficiency and an enhanced client experience as direct effects of the advisory and portfolio-management tooling. | |
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Commerzbank | Banking and Financial Services | 37728 | $14.0B | Germany | aixigo | aixigo BLOXX Financial Planning | Portfolio and Investment Performance and Planning | 2021 | n/a | In 2021, Commerzbank implemented aixigo BLOXX Financial Planning as the core engine for its Money Mate investment offering. The deployment emphasized Financial Planning to support investment advice workflows and serve retail and wealth customers in Germany. aixigo BLOXX Financial Planning was configured to provide digital advisory capabilities, portfolio construction logic, and portfolio reporting functions within the Money Mate service. Use of aixigo's financial planning and cashflow planning components is inferred from the vendor role in delivering the end to end advisory and reporting experience for retail and wealth segments. The implementation covered finance and investment advice processes, embedding advisory decisioning, model portfolio assembly, and reporting templates into customer facing journeys and internal reporting workflows. Operational scope focused on Money Mate users in Germany and on advisory process automation across retail banking and wealth management functions. Deployment included configuration of advisory workflows, portfolio construction rules, and standardized reporting outputs, with a staged rollout that culminated in the live Money Mate service in 2022. Governance centered on advisory process alignment and template management to maintain consistent reporting and portfolio construction across the offering. | |
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Vontobel | Banking and Financial Services | 2340 | $1.6B | Switzerland | aixigo | aixigo BLOXX Financial Planning | Portfolio and Investment Performance and Planning | 2019 | n/a | In 2019, Vontobel deployed aixigo BLOXX Financial Planning to build and operate Volt, a digital wealth management and investment-advisory app serving affluent clients in Switzerland, with the implementation recorded under the Apps Category . The deployment positioned aixigo BLOXX Financial Planning as the primary application driving portfolio management and advisory workflows within Volt. Vontobel configured aixigo BLOXX Financial Planning to support portfolio management and client advisory workflows, aligning configuration to financial planning use cases such as retirement planning and scenario-based advisory. Functional modules implemented or inferred from the solution scope included portfolio modelling, client profile and risk assessment, advisory workflow orchestration, and reporting with client-facing plan visualization, reflecting the platform role in Volt. The implementation emphasized advisory decision support, plan generation, and client communication capabilities provided by aixigo BLOXX Financial Planning. Operational scope covered wealth management and advisory teams serving affluent clients in Switzerland through the Volt application as the customer touchpoint. Governance focused on application configuration controls and advisory process alignment, embedding financial planning logic into advisory workflows and client onboarding to standardize advice delivery and plan maintenance. |
Buyer Intent: Companies Evaluating aixigo BLOXX Financial Planning
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