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Aiviq Selected by Allspring Global Investments to Develop Enterprise Client Book of Record Platform

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Aiviq, a global client data platform for the asset management industry, has been selected by Allspring Global Investments, an independent asset management firm overseeing more than $642bn in assets under advisement, to develop an enterprise-grade global Client Book of Record (CBOR) platform.\n\nThe new platform aims to integrate client assets, flows, and sales attribution across Allspring’s distribution business. This integration is designed to provide the firm with a unified and reconciled view of client activity, supporting more data-driven decision-making across the organization. The engagement marks a significant win for Aiviq North America, which launched in October 2025 and is expanding its presence in the region.\n\nBy linking data within Allspring’s cloud-native technology infrastructure, the project intends to broaden access to client information. This initiative aligns with Allspring’s ongoing strategy to strengthen its data management capabilities and enhance operational effectiveness globally.\n\nAiviq, headquartered in the UK, specializes in client data platforms for the investment management sector. Its offering is powered by Aiviq Intelligence, an integrated workbench for deploying AI use cases. The platform’s modular design delivers enterprise-grade datasets, workflows, and intelligence across foundational masters that underpin CBOR, including AUM & Flow Master, Accounts Master, Agreements Master, and Client Master.\n\nThis framework supports various client use cases, encompassing sales enablement, client service, product development, risk management, regulatory reporting, and corporate strategy.\n\nBill Safarik, Allspring Global Investments’ head of distribution & marketing technology and head of finance technology, stated, “As Allspring continues to strengthen its use of data and analytics, it is important that our distribution, finance, and operations teams have access to a more consistent and reliable view of client information. This initiative supports our broader efforts to enhance how client data is managed and used across the firm, helping improve decision-making and supporting the evolving needs of our global business.”\n\nSam Iles, Aiviq head of North America, commented, “We are delighted to have been selected to support Allspring’s global client data strategy. This engagement reflects the growing importance of connected, high-quality data across the investment management industry. We look forward to working with Allspring as it advances its data management objectives.”

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