Robo Advisor Product Line
Many wealth managers like banks have recognised this need but find it hard to get the right solution to market quickly. Their internal resources in IT, legal and business development are pre-occupied with regulation, compliance and cost reduction.
Shrinking margins and rising costs of doing business further increase the pressure to offer digital facilities to customers and front line staff.
additiv has listened to the market and taken the learnings from its over 20 existing Robo advisor installations. This is why additiv is launching in October 2017 a line of simple, easy-to-deploy and user-friendly digital wealth management products for financial institutions to help their end-customers reach their financial goals. Furthermore financial institutions while keeping operational costs under control. additiv offers various packaged wealth management solutions whose functionality and look & feel can be easily tailored to particular customer segments.
Our very first product is a Robo advisor that can be configured and adapted through the kind of wizard known from other cloud-based software. This configurator helps define the product universe, the investment rules, the look & feel and the integration with existing systems. There is no setup charge, only a monthly subscription fee.
Get in Contact, to learn more or join our Early Supports Program, today. We are very pleased to discuss additiv solutions with you.
Categorization of Robo Advisor in Digital Wealth Management
Mass-Standard Robo Advisory
Automated servicing of self-directed customers
Offers a fully automated and standardized offering for retail and massaffluent customers. Little personal interaction and no or very limited optionality to influence the portfolio or the investment strategy once the profiling has been done.
Individualized Robo Advisory
Sophisticated servicing of investors
Offers a holistic portfolio management platform to manage investments as professional investors do – in a self-directed way. Comprehensive robo advisor technology is a key element to achieve this. Limited human interaction with the advisor is possible.
Robo Assisted Mobile Advisory
Supports the advisor during personal client meetings. Client-specific investment universe, rules and reports, research, workflows and more help to provide a comprehensive advisory experience for clients.
Digital Private Banking
The new advisory experience
A fully digitized and holistic private banking offering with robo advisor technology assisting the customer, advisor and the collaboration between the two. While the client has a comprehensive view on his situation, human interaction is key. The advisor can offer their clients highly sophisticated and individualized investment strategies.
Digital private banking facilitates the consultant’s work and creates a higher customer loyalty.