AUM at the moment € > 200 bln
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Certified ISO 9001, ISO 27001 & ISAE 3402

Raising the bar on Allocation Management worldwide

Alloq is a robust SaaS solution, and the ultimate tool for managing allocations in institutional asset management, such as pension funds and insurers. Alloq provides portfolio managers with a secure and transparent environment in which they have full control over Alloq’s internal rulesets and calculations. Alloq can be adjusted to suit any strategy, now and in the future.

 

1.

Connect – Use portfolio data from systems such as Simcorp Dimension, MultiFonds en HiPortfolio for testing purposes, and to generate an infinite amount of scenarios.

2.

Secure – Authenticate your users as they are accustomed to (e.g. Active Directory). Assign privileges and roles to specific users.

3.

Analyse – Use calculations and outcomes in tools such as Power BI, Tableau or your own custom Python scripts. Everything is possible via our secure and traceble Rest-API.

“By collaborating with VI Company in the development of Alloq, PGGM has been able to further improve the quality of its portfolio management and to execute more efficiently.”

Uri Soetendorp, Head of Client Portfolio Analysis & Management (PGGM)

Raising the bar on Allocation Management worldwide

Rest assured that your allocations meet the requirements sets by your clients’ mandate.

Asset allocation based on mandate

Allocate portfolios of clients according to their mandates. To ensure adherence to the clients’ mandates Alloq allows you to edit the investment structures and mandates for each individual client.

Your own rules for calculations

Portfolio managers are in full control when using Alloq. Thanks to our user-friendly programming language it is easier than ever before to set up the Allocation Management module according to the managers own insights and experience. This promotes the creation of innovative allocation management strategies.

Deviate from Asset Allocation?

Based on the mandate of your client Alloq calculates the in- or outflows per (sub)asset class. However, the portfolio manager can choose to deviate from this process. He or she can immediately see how a proposed change influences the total allocation. Likewise, changes that have been made, and the users who made them, are 100% traceable.

Four eyes principle

You can choose to apply the four eyes principle to certain sections of the Alloq software. If needed, it can be expanded on with even more levels of verification.

Custom exports

Export to a file format of your choosing via the API. Exports are easily adjustable so they can be included in existing processes.

100% traceable

Every calculation can be traced back to its origin through the use of blockchain technology.

Secure & certified

Recognized by leaders within the industry, ISAE 3402 type II audited each year, and ISO 9001 & 27001 certified.

Client-specific

At Alloq we love our clients. We gladly build the perfect solution or feature to solve your problems.

Accessible

Alloq has an uptime of 99.95% and an active directory link whenever you need it.

In continuous development

Alloq is being used by our clients since 2018. However, new features are still being developed and implemented. The most recent features include:

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