Avaloq Enters U.S. Wealth Market with Launch of Avaloq Mosaic

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Avaloq. (2026, November 10). Avaloq enters U.S. wealth market with launch of Avaloq Mosaic. https://www.avaloq.com/usa/insights/news/avaloq-enters-us-wealth-market

Avaloq, a global wealth technology firm and part of NEC Corporation, announced its entry into the U.S. market with the launch of Avaloq Mosaic, a modular platform for wealth managers seeking to modernize investment technology without a full platform replacement.
According to Avaloq, many U.S. wealth managers rely on complex technology environments built up over years of growth and acquisitions, which can make it harder to support personalized investment strategies at scale and adopt AI-enabled operating models.
Mosaic debuts in the U.S. with Portfolio IQ, which consolidates holdings, transactions, and portfolio information across multiple accounts, custodians, and other sources into a real-time view, and Allocator, which translates investment strategies into portfolios across large and complex client books.
The broader Mosaic offering also includes Agent Connect, which gives firms' AI tools governed access to verified investment data.
Avaloq plans to expand Mosaic with Tax for tax-aware investment management, Asset Servicing for position keeping and securities-event administration, and Lending for margin and securities-backed lending decisions.
Avaloq has established a U.S. leadership team that includes Suzzanna Gill as President, Avaloq U.S., and Joel Lewis as Managing Director, U.S. Region.
Avaloq supports more than 170 financial institutions globally and reinvests 20% of its software revenue in research and development.

Knote: I like the modular approach. Replacing whole platforms is difficult to sell.