Wealth Management platform
The data-driven
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, everywhere
We enable people to access personalized financial services at their time of need, by allowing leading brands and financial institutions to capitalize on digitalization.
Deliver services at scale with additiv DFS®
Our WealthTech platform, additiv DFS® connects regulated firms with brands looking to embed investment services into their offering.
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 enterprise-ready, out-of-the-box wealth management services. Built on our wealthtech platform, our pre-configured products deliver seamless and engaging interaction for all customer groups across all channels.
Hybrid Wealth Manager
Productivity and customer engagement tools with full investment services – whether the customer is advisor assisted, self-serviced or both.
Wealth Robo Advisor
Mobile-first application delivering rich customer experiences at scale, targeted at the self-service / assisted mass affluent segment.
Credit Engine
Comprehensive multi-lender and omni-channel distribution platform for secured and unsecured loans.
Risk Analytics Dashboard
Risk metrics, up-to-date, consistently applied to all portfolios and compaign management, 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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Speak with an expert
Book a session with digital wealth, embedded finance
or technology experts.