In this age of change, you must go beyond digital; undertaking a fundamental rethink to deliver real client value.
Digital isn’t just a new interaction channel; it goes much deeper.

Personalized advice and portfolios

Ubiquitous information enables powerful insight.

Power to better understand, advise, optimize and adapt to your clients. To introduce the products they need, when they need them.

Learn about intelligence-driven wealth management »

Opening up wealth management

Digitalization is fundamentally changing wealth management; no-longer limited to the super-rich, it can now be open to all.

Find out how to capture the mass affluent opportunity »

Wealth managers are at a crossroads

Their client interactions have adapted, but more fundamental changes to operations are needed to overcome competitive disruption and economic deterioration.

New business models are essential

Clients are now in control. To keep them you must offer the richest engagement levels over their preferred channels, educate them and help them to make smarter decisions, all while connecting them to the right external partners.

Now is the time to act

Your business is still well-placed; as well as the highest levels of convenience and value-add, clients demand the highest level of trust.

Rapid, risk-free digitalization

“Thanks to innovative financial software from additiv, our customers benefit from simple, user-friendly access to new services. Accounts can be opened simply in under 10 minutes, after which customers are free to manage their investments anywhere and anytime. This is an important step for PostFinance on its way to becoming a leader in digital investment management.”

Daniel Mewes, Head of Investment Solutions at PostFinance

Our solutions

Underpinned by additiv DFS® system of intelligence, we offer a range of pre-defined use cases

Hybrid Wealth
Manager

 

offers the best possible experience whether in person, self-serve, or a hybrid of the two.

Accumulator Robo

 

supports the end-to-end journey – onboarding to proposal – and a wide range of asset classes.

Decumulator Robo

 

allows financial institutions to be a central to monthly pensions scheme and cash flow planning.

Expert
system

 

provides advisors the transparency needed to make properly informed risk calculations and decisions.

We’re here to help

additiv is here to steer institutions through this digital transformation. We have the know-how having helped dozens of institutions to make this change.


And we have the technology. Our DFS System of Intelligence provides the agility to adapt to change and the insights to maximize customer engagement.

Contact us