Wed 01 Jul T+0

Mosaic · demo suite

From fragmented data to answers in the moment.

Mosaic turns scattered custodian and core data into one trusted record. Every app and AI agent reads it in real time.

Your systems flow into Avaloq Mosaic. Stage one, Foundation: PortfolioIQ and Servicing consolidate scattered data into one trusted record. Stage two, Tailoring: Allocator and the Tax Engine turn the record into execution-ready, tax-aware portfolios. Stage three, Activation: the Assistant serves the result to every app and AI agent. Every channel reads from — and writes back to — the one trusted record.AVALOQ MOSAIC01FOUNDATION›02TAILORING›03ACTIVATIONYour systemscustodians · cores · bookingPortfolioIQconsolidate the record · IBORServicingmaintain instruments · corporate actionsone trusted recordAllocatorone model → many expressions↓ %Tax Enginecontinuous tax optimizationexecution-ready · tax-awareAssistantAI Agent Connect · API · MCPEvery channelin-the-moment answersAdvisor desktopClient portalReporting & BIAI agents & botsAvailableIn developmentIn design

Your systems custodians · cores · booking

01Foundation
PortfolioIQ consolidate the record · IBOR Available
Servicing maintain instruments · corporate actions In design

→ one trusted record

02Tailoring
Allocator one model → many expressions In development
Tax Engine continuous tax optimization In development

→ execution-ready · tax-aware

03Activation
Assistant AI Agent Connect · API · MCP Available

Every channel advisor desktop · client portal · reporting & BI · AI agents & bots

Every app and agent reads from — and writes back to — the one trusted record.

Value chain: your systems, then Avaloq Mosaic in three stages — Foundation (PortfolioIQ, Available; Servicing, In design) producing one trusted record; Tailoring (Allocator and Tax Engine, In development) producing execution-ready, tax-aware portfolios; Activation (Assistant via AI Agent Connect, Available) — then every channel.

See the book in PortfolioIQ Decide with the Assistant Act in Allocator Settle back into the one trusted record

Start the story Explore PortfolioIQ Explore Allocator
Mosaic — demo build. Mock data + deterministic in-app engines; no live Avaloq Core dependency.