Powerful SaaS solution
Alloq is a powerful SaaS solution that supports the entire asset allocation process for both client investment portfolios and multi-asset portfolios.
Rebalance using Strategic and Tactical Asset Allocations
Alloq enables portfolio managers to allocate each client’s portfolio according to their strategic and tactical weights, taking all calculation rules into account. With bandwith controles, breach controles and alerting.
Customise Calculation Rules
Portfolio managers are in complete control within the secure and robust Alloq environment. Through Alloq’s user-friendly programming language, users can easily set up the module according to their own insight and experience, creating endless possibilities for innovative allocation management strategies. Although all conceivable variables are possible, Alloq comes preloaded with all customer-specific calculation rules for ease of use.
Apply Tactical Changes
Alloq calculates the inflows or outflows per (sub) asset class based on the customer’s strategic weights and calculations. However, the portfolio manager can actively deviate from this calculation.Alloq allows users to create various scenarios to see the impact of market values on their investment strategy. By working with scenarios, users can conduct what-if analyses and immediately see the influence of planned cash flows in the asset allocation. From a supervisory perspective, it is necessary to record an explanation for any deviation, and Alloq facilitates this flawlessly through the event-sourcing feature.
4-Eyes-Principle & Audit Log
Alloq has multiple built-in features to maximize security, trust and transparency. Actions like approving mandates or transactions require a four-eyes-check. The four-eye principle helps to ensure that important actions are not taken by a single person acting alone, but instead require two individuals to independently verify and validate the action. Additionally, there is an internal audit log built into this module that records all actions that are executed. This feature improves overall transparency, compliance and auditability.
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