addWealth by additiv
Deliver innovative wealth management value propositions such as goal-oriented investments, retirement, and pension planning, personalized discretionary portfolio management and investment advisory solutions.
Enabling end-to-end wealth management
Seamlessly manage the full lifecycle of wealth management on a single platform, from prospecting and onboarding to financial planning, portfolio and risk management, and ongoing client servicing.
Pre-integrated regulated service providers
Combine your own services with those of regulated service providers fully integrated into the platform, allowing for fast time-to-market and rich, ever-expanding offerings.
Elevated productivity and decision-making
Equip advisors and portfolio managers with an extensive array of service and productivity tools, enhancing personal relationship and advice through all channels.
Outstanding client experience
Provide your end-clients with intuitive tools for managing their highly personalized investment portfolios, either independently or alongside their advisors.
Unparalleled impact
Our platform seamlessly integrates best-in-class technology, regulated third-party financial services, legal and operating frameworks, enabling any distributor to efficiently and effectively provide exceptional, personalized client experiences at scale under their brand.
Empower advisors to deliver an exceptional service
Advisory productivity
A multi-function advisor hub for smooth wealth management operations which can seamlessly be embedded into existing portals fully compliantly.
Omnichannel servicing
Advisors are empowered to offer in-person and remote client conversations such as proposals, optimizations and simulations through a multitude of channels, in real-time.
AI-Copilot
AI powered communication technology of our advisor copilot enables advisors to comprehensively and compliantly respond to client queries and provide data-driven, informed decisions.
Build tailored portfolios at scale
Investment products, optimized for risk, lifestyle and goals
Ability to create truly personalized, yet compliant and risk-centric investment products according to every client's lifestyle, beliefs, and life stage.
Automated portfolio construction
Our wealth roboadvisor solution reduces the cost of offering personalized investment advice matching investors’ risk profiles and financial aspirations.
Rule based portfolio health check
Regular monitoring of all portfolios against pre-set constraints and alerting of all relevant parties. Option to include automatic remediation of rule breach and/or creating an investment proposal. Full transparency on constraint breach and real-time calculation of all risk metrics and KPIs.
Engage with your customers
Outstanding customer experience
Provide your customers with rich, contextualized information in an intuitive way. Full omnichannel and AI capabilities to stay engaged and connected to your customers.
Comprehensive self-service
Full self-service capabilities from onboarding to servicing, allowing your customers to manage their wealth. Seamless advisor handoff at any point during the customer journey.
Rich advisory engagement
Advisor-assisted interaction, either remote or in-person, as and when required, to support clients in their investment decisions, synchronized in real-time across all channels.
Our client partnerships
PostFinance
PostFinance, one of the largest banking institutions in Switzerland, worked with additiv to enter the digital wealth management market.
Hybrid wealth management
Support of self-service as well as advisor-led investment services.
Comprehensive product offering
Execution-only, advisory and discretionary mandates.
ATRAM Wealth 360
ATRAM, the largest independent asset and wealth manager in the Philippines, partnered with additiv to consolidate all client segments onto a single digital Wealth-as-a-Service (WaaS) platform to scale solutions for client-centricity.
Advisory-led digital wealth offering
Customizable advisory tools for individual, corporate and institutional clients.
Award-winning
Winner of IBSi Global FinTech Innovation Awards 2023 for Best Project Implementation.
Zurich Insurance
Zurich Insurance, one of the world’s largest insurance groups, launched investment and retirement offerings to its clients with additiv’s end-to-end wealth-as-a-service platform.
Pension planning services
In-person and remote pension planning for pillar II and 3a.
Operational efficiency
Fully digitalized and automated end-to-end process and workflows.
Commonwealth Bank Indonesia
Commonwealth Bank Indonesia was the first bank in the country to launch a mobile banking application with investment features, CommBank Smart Wealth powered by additiv.
360° view of investments
Comprehensive interface enabling customers to directly monitor their total assets.
Self-service with on demand assistance
Manage investment transactions independently, freeing relationship managers and advisors to cater to the ones truly in need.
