Embedded Wealth for IFAs, Wealth and Asset Managers

Offer clients the
best outcomes

Consumers and banks are looking for the best investment options. That might be highest risk/reward, diversification or impact.

They are also looking for choice about how services are delivered – over what channels and whether via advisor or self-service/ direct.

additiv provides hybrid and digital-only value propositions, including automatic access to investment, custodian, and brokerage services, as well as market insights.

Embedded Wealth or IFAs, Wealth and Asset Managers

Be relevant in a
growing market

Clients expect more than investments; they want holistic advice and services that support financial wellness and security.

IFAs, wealth and asset managers who go direct to consumers with broad and customized services are best-placed to capitalize on a large, growing market.

Embedded finance offers the fastest route to market with the best economics. No IT costs, short lead time, broad offering and great consumer experience from the get-go.

Transform trust into value

Transform your business model and increase market relevance, by embedding efficient, new investment tools, assets and services into your value propositions.

Embedded-Finance-Embedded-Wealth-Management-White-paper-additiv-5

Enable client to make an
impact with their investments

  • Select portfolio exclusions and inclusions and incorporate sustainable development goals
  • Access portfolio metrics that go beyond the traditional capital growth
  • Offset a carbon footprint of their portfolio by selecting certified carbon offset projects

Enable clients to invest in
a wide variety of assets

  • Interact seamlessly with advisors in their preferred way
  • Invest in a wide variety of assets, including digital assets, impact investments and thematic portfolios
  • Understand opportunities and risks associated with investment adjustments

Speak with an expert

Book a session with digital wealth, embedded finance
or technology experts.

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