Tech-savvy clients expect a modern and seamless omni-channel experience from their financial institution, across traditional and digital channels. The regulatory environment is increasingly complex and Wealth Managers must ensure a compliant and yet compelling service in a cost-efficient manner.
“We offer digital wealth management-as-a-service today for the financial institutions of tomorrow.”
DFS® orchestration platform
Powering our products and solutions
DFS® is an orchestration engine for digital financial services. It provides the agility to adapt to change and the intelligence to deliver personalization at scale. It allows the financial service industry to deploy class-leading advisory, servicing and expert solutions in existing on-premise ecosystems.
Hybrid Wealth Manager
Omni-channel by design
Offers a set of applications to manage investment and client relationships, which enable a rich and seamless customer experience across all client touchpoints.
It empowers users to manage their investments through an intuitive Client Cockpit or work with their advisors through the Mobile Advisor app, as well as giving advisors a comprehensive suite of service and productivity tools with the Workbench. This approach means that both clients and advisors can ensure an optimum, personalized level of service to meet their current needs, at all times. Utilizing our cloud-based DFS®, the applications are available in just 3 months.
Wealth Robo Advisor
Self-serve or assisted investment management
Allows you to offer the same superior quality service as traditional advice with the efficiency of an automated approach offering self-service, remote chat with an advisor or via call-center, screen sharing and phone-in from anywhere, at anytime (24/7).
This allows more clients to be reached for less without compromising relationships. Now wealth management clients can easily invest lower value funds or decumulate their investible assets to support their instant or longer term financial plans.
Wealth Solution Builder
Build WealthTech. Your way.
Wealth Solution Builder enables you to build your own WealthTech functionality and client journeys on the additiv DFS® with our comprehensive RESTful API catalogue.
Your developers will be supported and equipped as if they were additiv-internal engineers. They get access to test data sets, configuration handbooks, checklists and much more.
Risk Analytics Dashboard
All information at your fingertips
Sophisticated investment portfolio analysis using network of instrument, market and risk data. Enable provision of tailored investment management and risk analysis services.
Multi-lender digital credit offerings
Automates the creation of legally binding secured and unsecured loan contracts instantly by providing links to your Ecosystem balance sheet providers. It also includes a workflow-based back office and CRM-system.