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The Wealth Management platform

additiv partners with the world’s leading brands and financial institutions, giving them the intelligence to maximize customer engagement and unleash growth.

Making investment services
available to everyone at any time

Our WealthTech platform allows financial institutions to capitalize on digitization, to provide better services at greater scale. It also connects regulated firms with brands looking to embed investment services into their offering.

In effect, we enable people to access financial services at their time of need, tailored to their context, as part of an existing user journey.

additiv DFS WealthTech platform

Embed regulated investment services into context-relevant user journeys.

Learn more about Embedded Wealth 

Orchestrate interactions between client channels, systems of record, banking services and more.

Learn more about our WealthTech platform 

Grow your customer base by integrating your regulated services into new distribution channels.

Learn more about Banking-as-a-Service (BaaS) 

Hybrid Wealth Management Platform Software Solutions Digital Wealth Management by additiv

Ready-to-launch products

Launch instantly enterprise-ready, out-of-the-box wealth management services. Built on our WealthTech platform, our preconfigured products deliver seamless and engaging interaction for all customer groups across all channels. All complemented by our catalogue of RESTful APIs.

Hybrid Wealth Management Platform Software Solutions Digital Wealth Management by additiv
Powered by DFS.Wealth

Hybrid Wealth Manager

Productivity and customer engagement tools with full investment services – whether the customer is advisor assisted, self-services or both.

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Powered by DFS.Credit

Credit Engine

Comprehensive multi-lender and omni-channel platform for secured and unsecured loans.

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Powered by DFS.Wealth

Wealth Robo Advisor

Mobile-first app delivering rich customer experiences at scale, targeted at the self-service / assisted mass affluent segment.

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Powered by DFS.Analytics

Risk Analytics Dashboard

Risk metrics, up-to-date, consistently applied to all portfolios and campaigns, near real-time.

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2021 additiv industry awards

An industry-recognized
WealthTech company

Swiss-founded and operating from six countries, additiv powers many of the world’s leading financial institutions, providing them a superior technology platform to transform their business model.

Wealthtech 100 Winners additiv
WealthBriefing EUR Innovative WealthTech Solution Winner additiv
additiv industry awards WealthTech Asia-165
Embedded Finance Embedded Wealth Management White paper additiv 5

White paper

Embedded Wealth Management

In this report, we focus on one of the more unexplored areas of embedded finance: wealth management. We explore the embedded wealth opportunity (including market needs and use cases) and the importance of Banking-as-a-Service (Baas) alongside viewpoints from senior managers within leading industry players including Credit Suisse, Saxo Bank, Microsoft, Clarity AI and neobank TNEX.

Download report

Embedded Finance Embedded Wealth Management White paper additiv 5

Speak with an expert

Book a session with digital wealth, embedded finance or technology experts.

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Arrange a demo

See the power of the additiv platform in action and explore its various use cases.

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