Swiss Wealth Technology Firm Avaloq Enters US Market With Mosaic Platform Launch

Swiss wealth technology firm Avaloq is officially entering the United States market with the high-profile launch of its flagship Mosaic platform, a move designed to bring decades of European and global wealth management experience to North American financial institutions.

The new platform is engineered to connect disparate investment data and streamline portfolio processes across existing legacy and modern systems. By doing so, it allows wealth management firms, private banks, and financial institutions to seamlessly add advanced capabilities without the need to undergo risky, expensive, or disruptive core technology replacements.

Avaloq Mosaic enters the market with two core features at launch: Portfolio IQ and Allocator. These foundational tools are designed to tackle some of the most persistent data fragmentation and portfolio management challenges faced by wealth managers operating in complex technological environments.

Portfolio IQ serves as a comprehensive aggregation tool, designed to consolidate holdings, transactions, and detailed portfolio data seamlessly from multiple accounts and custodians into a single, unified view. Meanwhile, Allocator is built to empower firms by providing the infrastructure needed to build, personalise, and manage client portfolios efficiently and at scale, removing manual bottlenecks that often slow down advisory services.

Beyond these initial launch features, the broader Mosaic offering includes Agent Connect, an innovative capability that gives firms’ artificial intelligence tools controlled, secure access to verified investment data. This ensures that advisory teams and automated systems can leverage advanced analytics and AI-driven insights without compromising data integrity, security, or regulatory compliance standards.

Looking ahead, Avaloq has laid out a robust roadmap for the Mosaic platform in the US market. The company plans to introduce additional capabilities tailored to the complex needs of American wealth managers, including advanced tools for tax-aware investment management, comprehensive securities administration, and sophisticated support for margin and securities-backed lending.

The strategic expansion into the US represents a major milestone for the firm, which has spent more than forty years building, scaling, and operating sophisticated technology for wealth managers across major global markets.

Martin Greweldinger, Group CEO of Avaloq, emphasized the significance of the US launch and the underlying philosophy of the Mosaic platform.

"For more than four decades, Avaloq has built and operated technology for wealth managers across major global markets," said Greweldinger. "With Avaloq Mosaic, we are bringing that experience to the U.S., giving firms the flexibility to modernise their technology, make better use of their investment data and introduce new capabilities without replacing the systems they already rely on."

To spearhead its operations and growth strategy in the region, Avaloq has established a dedicated US leadership team. The expansion is being led by President Suzzanna Gill and Managing Director Joel Lewis, who bring extensive industry expertise to navigate the competitive and highly regulated American wealth management landscape.

Avaloq enters the US market backed by significant global resources. The company is owned by Japan’s NEC Corporation, a global technology leader, providing the firm with the financial stability, technological backing, and strategic reach necessary to support large-scale financial institutions. Globally, Avaloq’s technology and services are trusted by more than 170 financial institutions, managing trillions of dollars in assets.

With the introduction of the Mosaic platform and its experienced local leadership team in place, Avaloq is well-positioned to offer American wealth managers a pragmatic, non-disruptive path toward technological modernization and operational efficiency.