Private Banking & Wealth Management Solutions

    Data quality and improved client experience

    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.

    You will find below few examples of customers successfully using GAIN for their business operations:

    Group-wide data management (Pictet & Cie)

    Due to higher demands from the market, in 2004 Pictet required a solution to cover all future needs in data management.

    GAIN‘s modular approach was decisive for Pictet‘s decision to go for AIM Software‘s flagship data management suite to act as its Data Hub for numerous data management teams supporting the Business with high quality instrument pricing, static data, fund pricing and corporate actions.

    GAIN provides a flexible solution that uses pricing, reference data and corporate actions information from SIX, Thomson Reuters, Bloomberg and SWIFT to create and manage a central golden copy.

    Centralized pricing operations (Andbank)

    The Andorra-based bank needed to centralize and automate its pricing activities to both ensure data quality and respond to increasing regulatory demands.

    GAIN Portfolio Pricing is used to service its two primary business lines, Private Banking and Asset Management, whilst also offering a tailored-made pricing solution for its Fund Accounting service in Luxembourg.

    After only 4 months implementation time, GAIN now acts as a regulatory- compliant pricing service, improving the client service levels as well as the operational efficiency. Furthermore, it supports Andbank’s growth strategy within 11 countries across Europe and Latin America.

    Automated corporate actions and tax events (Bank Sarasin)

    Following a strategic decision to utilize a standardized software package for supporting its core operations, Bank Sarasin has decided to extend its existing Corporate Actions Business Process supported by Avaloq with a purpose-built business application for announcement capture using GAIN from AIM Software.

    GAIN captures, matches and validates the corporate actions announcements. The success of this project has resulted in the Swiss office becoming the hub for the rest of the Group.

    Learn more about this client case (Press Release)

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