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What is IMiX?

IMiX is an enterprise-grade wealth management platform that delivers a complete front-to-back office solution for investment firms, wealth managers, asset managers, and financial advisory organizations. Built as a scalable Software-as-a-Service platform hosted securely in the cloud, IMiX supports multi-currency, multi-asset, and multi-tenant investment environments while maintaining real-time connectivity across all operational functions. The platform provides end-to-end client lifecycle management, including digital onboarding, customizable workflows, customer due diligence, KYC verification, AML compliance checks, and ongoing relationship management. Investment management capabilities include portfolio construction, portfolio rebalancing, trade order management, pre-trade and post-trade compliance monitoring, performance measurement, and comprehensive portfolio reporting. Financial professionals gain access to detailed dashboards that provide visibility into client portfolios, asset allocations, transaction histories, investment performance, and operational activities. The platform also supports critical back-office functions such as taxation management, transaction processing, settlement administration, corporate action processing, reconciliation workflows, and regulatory reporting requirements. Execution-only portal functionality and mobile application support enhance accessibility and client engagement across multiple channels. Automated reporting tools and customer communication features help firms deliver timely information while reducing manual administrative effort. Designed to accommodate growing businesses and complex investment structures, IMiX combines operational flexibility, compliance management, portfolio oversight, and client servicing capabilities within a single integrated environment.

What is Avaloq Core?

Develop a holistic front-to-back office system by choosing from a selection of more than 70 modules specifically designed to cater to the varied requirements of all customer segments. Your key operations, which include functions like accounts, payments, legal, and risk management, are handled efficiently and reliably while adhering to all regulatory standards. Propel your operational expansion with our unified data model, which guarantees consistency across your organization, and realize core banking implementation in as few as six months using standard configurations. Empower your clients to trade cryptocurrencies autonomously, or provide your investment team with the tools they need to seamlessly integrate digital assets into traditional client portfolios. Transform your banking functions with a core platform that aims to save both time and resources while reducing risk exposure. Moreover, offer your clients and advisors effortless access to cryptocurrency trading services, which will not only boost client satisfaction but also establish your institution as a leader in the rapidly changing financial sector. This innovative approach will help you stay competitive in an industry that is constantly evolving and adapting to new technologies.

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Integrations Supported

Apiax
Atfinity
METACO Harmonize
OneSpan Identity Verification
RunMyJobs by Redwood
SMART Business Suite
Unblu
Wyden
icCube

Integrations Supported

Apiax
Atfinity
METACO Harmonize
OneSpan Identity Verification
RunMyJobs by Redwood
SMART Business Suite
Unblu
Wyden
icCube

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Investment Software Group

Date Founded

2008

Company Location

United Kingdom

Company Website

www.investmentsoftwareltd.com/imix

Company Facts

Organization Name

Avaloq

Date Founded

1991

Company Location

Switzerland

Company Website

www.avaloq.com/en/avaloq-core

Categories and Features

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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