Aiviq, the client data platform for the investment management industry, has launched an AI-powered Native App on the Snowflake Marketplace. The application deepens the integration between the two firms, allowing joint customers to securely access Aiviq datasets, including assets under management (AUM), flow, and net revenue data, directly within their Snowflake environments.
The app utilises Snowflake’s Streamlit and Cortex Agent functionality to enable natural language querying and automated dashboard generation. Built on a semantic model designed to ensure query accuracy, the app provides immediate access to mastered client datasets covering companies, contacts, legal entities, agreements, and financial terms.
By running the application directly within their existing Snowflake accounts, clients can deploy pre-configured dashboards without moving their data. This integration eliminates the traditional 12- to 15-week IT setup period, making insights available immediately. Consequently, the application removes the need for internal data engineering resources, saving customers an estimated £125,000 in development and warehouse build costs, according to the company.
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