List of Avaloq Wealth Customers
Bioggio, 6934,
Switzerland
Since 2010, our global team of researchers has been studying Avaloq Wealth 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 Avaloq Wealth for Asset and Wealth 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 Avaloq Wealth for Asset and Wealth Management include: Pictet, a Switzerland based Banking and Financial Services organisation with 5000 employees and revenues of $3.41 billion, Coutts, a United Kingdom based Banking and Financial Services organisation with 1875 employees and revenues of $905.0 million, Evelyn Partners, a United Kingdom based Banking and Financial Services organisation with 4097 employees and revenues of $592.0 million, China CITIC Bank International, a China based Banking and Financial Services organisation with 1100 employees and revenues of $385.0 million, Crestone Wealth Management, a Australia based Banking and Financial Services organisation with 250 employees and revenues of $28.0 million and many others.
Contact us if you need a completed and verified list of companies using Avaloq Wealth, 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 Avaloq Wealth 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 |
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China CITIC Bank International | Banking and Financial Services | 1100 | $385M | China | Avaloq | Avaloq Wealth | Asset and Wealth Management | 2017 | n/a |
In 2017 China CITIC Bank International implemented Avaloq Wealth within an Asset and Wealth Management initiative. The engagement targeted credit administration and wealth platform capabilities, concentrating on credit limit, collateral and counterparty management functionality across wholesale banking workflows.
Configuration and delivery work included preparing user requirements specifications and conducting transparent gap and impact analysis to align end user needs with system capabilities. Functional modules configured and tested included credit facility lifecycle workflows, collateral valuation and pledge handling, counterparty linkage, and report based templates that replaced traditional screen designs, supporting a straight through process from credit application submission to downstream processing.
Integrations focused on interfaces with peripheral systems and a downstream data warehouse, and solutions included using a technical counterparty mechanism to pledge client assets to facility limits created in peripheral systems. The team engaged on a Limit Monitoring and Credit Administration (LMCA) program with attention to credit monitoring workflows such as limit excess, facility and loan expiry, and collateral shortfall, and delivered multiple Robotics Process Automation initiatives, including credit facility batch renewal automation for a monthly average of 500 renewal cases and an automation that revamped sales code and team structure.
Governance and rollout activities were centered on collaboration with ITD to produce functional design specifications, UAT and CAT plans, training prior to UAT, testing signoff, implementation planning, training manuals and business contingency drills. The Avaloq Wealth deployment completed the specified credit limit, collateral and counterparty management scope with satisfactory results and no major production issues, and achieved stated operational changes including elimination of 80% of user input in core and peripheral systems, an estimated 0.25 FTE saving from batch renewal automation, and a 130 hour savings from sales code automation.
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Coutts | Banking and Financial Services | 1875 | $905M | United Kingdom | Avaloq | Avaloq Wealth | Asset and Wealth Management | 2009 | n/a |
In 2009, Coutts implemented Avaloq Wealth as its Asset and Wealth Management platform. The deployment was executed as a new Wealth Management Platform project with internal ownership from Lending and Mortgage Operations and subject matter expertise contributed by the bank's Regulatory Reporting and MI function during design and implementation.
Avaloq Wealth was configured to support regulatory financial returns and management information workflows, including preparation and submission of FSA returns, variance analysis on movements in the bank's lending books, and production of daily SLA performance reports. The implementation encompassed system support and maintenance processes for the bank's lending systems, consolidation of data samples for First Line of Defence audit reporting, and delivery of regular and ad hoc MI up to ExCo.
Operational integration included gathering and normalizing data from the bank's various lending systems into the Avaloq Wealth implementation, and liaison between Coutts staff and Avaloq's Swiss team during rollout. The platform supported Lending and Mortgage Operations as the primary operational scope, with outputs targeted at regulatory reporting, risk sampling for internal audit, and executive management reporting.
Governance and process changes introduced during the Avaloq Wealth program emphasized strict service level agreement management, daily tracking of department performance against SLA targets, and formalized first line audit sampling workflows. The implementation also drove internal information architecture work, including intranet sites and efficiency planning discussions, and was associated with multiple internal excellence nominations for change management contributions.
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Crestone Wealth Management | Banking and Financial Services | 250 | $28M | Australia | Avaloq | Avaloq Wealth | Asset and Wealth Management | 2016 | n/a |
In 2016, Crestone Wealth Management implemented Avaloq Wealth as its core platform. The Avaloq Wealth deployment was targeted at Asset and Wealth Management functions supporting Melbourne-based adviser teams that serve High Net Worth Individuals.
The implementation centered on standard Avaloq Wealth capabilities for portfolio management, order lifecycle and settlement processing, client reporting, and adviser workstation workflows, with configuration to support investment proposal drafting and quarterly portfolio review cycles. Financial model inputs and reporting templates were updated to align adviser documentation and client-facing portfolio materials with system-generated positions and valuations.
Integrations were explicit between Avaloq Wealth and IRESS for trade execution and market data, with operational processes for implementing portfolio changes across both systems. Daily operational scope included a team of Investment Advisers and supporting operations staff in Melbourne, handling funds and securities trades, margin calls, cash transfers, and coordination of IPO and placement activity.
Operational governance emphasized orchestration between front-office advisory tasks and middle-office settlement responsibilities, with role-level workflows for drafting investment proposals, updating financial models, implementing portfolio changes in Avaloq Wealth and IRESS, and timely management of settlement obligations. The setup institutionalized adviser-to-operations handoffs and structured quarterly review procedures to support ongoing client servicing and trade settlement workflows.
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Banking and Financial Services | 4097 | $592M | United Kingdom | Avaloq | Avaloq Wealth | Asset and Wealth Management | 2022 | n/a |
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Banking and Financial Services | 5000 | $3.4B | Switzerland | Avaloq | Avaloq Wealth | Asset and Wealth Management | 2018 | n/a |
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Buyer Intent: Companies Evaluating Avaloq Wealth
- Lytchett Minster School, a United Kingdom based Education organization with 100 Employees
- Bank West BnP Paribas, a France based Banking and Financial Services company with 178000 Employees
- Qualitest, a United Kingdom based Professional Services organization with 6500 Employees
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