Why additiv Compact Robo

– Upsell customers to investing
– Easy to use Mobile first
– Widely configurable
– Software-as-a-Service model

Matching your needs

– Short time to market
– Low total cost of ownership
– Create a unique user experience

Factsheet

Download the “Compact Robo” Factsheet to learn more.

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Onboarding to Wealth

  • Investor and risk profiling
  • Customer Knowledge Assessment / ISAF
  • Investment proposal and goal simulation
  • Portfolio performance analysis
  • Contract discretionary mandate

Customer Cockpit

  • Wealth Overview & Monitoring
  • Portfolio Adjustment & Simulation
  • Transaction History & Documents
  • Secure Messaging
  • Alerts & Notifications


Bringing Wealth Management to the people – digitally and easy to use.