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.


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.