Hybrid Wealth Manager offers a set of applications to manage investment and client relationships: Client Cockpit, Mobile Advisor and Workbench. These highly intuitive and engaging services provide advisor-assisted personalized advice, self-service access or a hybrid of the two. Utilizing our cloud-based DFS® system of intelligence, the applications are available in just 3 months.
Omni-channel by design
Our Hybrid Wealth Manager gives 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.
Our Client Cockpit solution combines comprehensive self-service capabilities with rich engagement tools.
Our Mobile Advisor application offers all the tools and functions needed to support advisors ‘on the go’. Reinforcing the direct advisory role, it allows relationship managers to maintain their personal relationship without losing productivity.
Our Workbench solution enables quick and easy configuration; merging client relationship management and portfolio management services
Hybrid Wealth Manager
unlocks a financial institution’s potential
Manage multiple client segments
Service different customer types (discretionary, advisory) from the same platform
Strengthen client loyalty
Offer high quality and consistent advice through any channel, available 24/7
Launch new products faster
Easily configure and roll-out products and services with product builder tools
Increase cross-sales with interactive goals, personalized content and secure chat
Grow wallet share
Serve up relevant proposals via the integrated prospect management and rules engine
Gain valuable insights
Analyze client behavior, track processes and operational performance
Omni channel by design
Superior customer experience in wealth management
Learn how we enable wealth managers worldwide to engage, manage and grow their customer base by using the leading omni-channel wealth management platform.
How additiv helped
PostFinance enter the digital
wealth management market
In May 2020, PostFinance AG, one of the largest banking institutions in Switzerland, went live with Hybrid Wealth Manager.
Since then, 800,000 of its clients have access, on a self-service or advisory basis, to broad range of digital investment services. Onboarding takes less than 10 minutes, after which customers are free to manage their investments anywhere and anytime.
See it in action
A personal live demo, web-based or in-person, is one click away.
Discover how our Hybrid Wealth Manager can help your organization transform its operating, servicing and sourcing models.