List of aixigo BLOXX Portfolio Management Customers
Aachen, 52072,
Germany
Since 2010, our global team of researchers has been studying aixigo BLOXX Portfolio Management 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 Portfolio Management for Portfolio and Investment Management 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 Portfolio Management for Portfolio and Investment Management include: Targobank, a Germany based Banking and Financial Services organisation with 7000 employees and revenues of $2.50 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 Portfolio Management, 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 Portfolio Management 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 Portfolio Management | Portfolio and Investment Management | 2018 | n/a | In 2018, BNP Paribas Securities Corp. implemented aixigo BLOXX Portfolio Management as a new portfolio management and advisory platform for BNP Paribas Wealth Management in Europe, Apps Category . The initiative addressed private banking advisory workflows and compliance with MiFID II suitability obligations across European operations. The deployment centered on advising and portfolio monitoring BLOXX capabilities, with configuration to support automated suitability checks, portfolio analysis engines, and batch reporting processes. aixigo BLOXX Portfolio Management was used to model client risk profiles, run multi-asset portfolio analytics, and generate suitability documentation and periodic consolidated reports for advisors and compliance teams. Operational coverage focused on wealth management and advisory desks within BNP Paribas Wealth Management in Europe, impacting private banking advisors and compliance functions. Integrations were implemented with client account and custody data feeds and with regulatory reporting pipelines to ensure suitability outcomes and portfolio reports consumed authoritative source data for analysis and batch distribution. Governance changes aligned advisory workflows to formal MiFID II suitability checkpoints and introduced structured review and reporting cadences for advisors and compliance reviewers. The program produced measurable efficiency and quality improvements for advisors according to the project case study, and the rollout emphasized centralized portfolio monitoring and standardized suitability documentation using aixigo BLOXX Portfolio Management. | |
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Targobank | Banking and Financial Services | 7000 | $2.5B | Germany | aixigo | aixigo BLOXX Portfolio Management | Portfolio and Investment Management | 2010 | n/a | In 2010 TARGOBANK deployed aixigo BLOXX Portfolio Management to support retail advisory and online portfolio analyses. The implementation has been in continuous use for over 15 years across branch and online channels, and the deployment aligns with the Apps Category . The implementation configured aixigo BLOXX Portfolio Management to deliver advisor facing point of sale interfaces and online portfolio analysis capabilities, including portfolio analytics, holdings aggregation, performance reporting and client reporting workflows. Configuration emphasized retail banking and advisory workflows, with template based reporting and real time portfolio views inferred from aixigo customer references. Integrations focused on online banking channels and branch advisory systems, connecting portfolio analytics to customer accounts and session based advisory flows. The implementation supported operational coverage across retail banking and advice functions in Germany, enabling advisor desktops at branches and web based access for retail customers. Governance centered on centralized configuration and standardized advisory processes to maintain consistency between branch and online experiences. TARGOBANK reports improved advisory efficiency and service quality as part of the long standing engagement with aixigo, and aixigo BLOXX Portfolio Management remains an embedded component of the bank's advisory stack. | |
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Vontobel | Banking and Financial Services | 2340 | $1.6B | Switzerland | aixigo | aixigo BLOXX Portfolio Management | Portfolio and Investment Management | 2019 | n/a | In 2019, Vontobel deployed aixigo BLOXX Portfolio Management to power its volt digital active wealth management offering in Switzerland. The implementation used the API-based aixigo:BLOXX wealth management platform to provide real-time portfolio construction, risk monitoring and client advisory capabilities within the volt customer experience. The deployment emphasized portfolio management and advisory functionality, with configuration focused on portfolio construction workflows, multi-strategy allocation models, risk monitoring engines and advisor-facing advisory BLOXX modules inferred from the platform description. aixigo BLOXX Portfolio Management was configured to support automated portfolio orchestration and advisory decision support, aligning product-level investment logic with client segmentation and advisory workflows. Integration was executed at the API layer between aixigo:BLOXX and Vontobel’s volt front-end, enabling operational coverage across Vontobel’s private client advisory channels in Switzerland. Governance and rollout were structured around a public launch in 2019, with program governance aligning product configuration, advisory process changes and operational handoffs to client advisory teams. The project delivered a first-of-its-kind active digital wealth management service in Switzerland according to the implementation notes. |
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