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.
Embed regulated investment services into context-relevant user journeys.
Orchestrate interactions between client channels, systems of record, banking services and more.
Grow your customer base by integrating your regulated services into new distribution channels.
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.
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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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Credit Engine
Comprehensive multi-lender and omni-channel platform for secured and unsecured loans.
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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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Risk Analytics Dashboard
Risk metrics, up-to-date, consistently applied to all portfolios and campaigns, near real-time.
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.
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.
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Stay up to date with everything that’s driving digital wealth platform success globally.
Speak with an expert
Book a session with digital wealth, embedded finance or technology experts.
Arrange a demo
See the power of the additiv platform in action and explore its various use cases.