Challenges in the Wealth Management Industry

Tech savvy clients expect a modern and seamless omni-channel experience across traditional and digital channels. The legal and regulatory environment is increasingly complex and Wealth Managers must ensure a compliant and yet compelling service in a cost efficient manner. In addition, innovative Fintechs and Bigtechs are creating a whole new competitive environment. All this results in new market dynamics and a profound disruption in the long run. Wealth Managers must embrace these challenges today to be ready for the future.

Ready for the future with additiv DFS 4.0

additiv positions itself as the catalyst for change in the financial services industry through easy, quick and affordable digitalisation. The new cloud-based offering allows Wealth Managers to deploy class-leading client advisory, servicing and experts tools in wealth and asset management – faster and more sustainably than anyone else.

“We offer digital wealth management-as-a-service today for the financial institutions of tomorrow.”

Robo Advisor

This Robo Advisor solution offers your self-directed customers an easy to use end-to-end digital wealth management solution.

LEARN MORE

Investment Cockpit

The Investment Cockpit provides your customers an excellent overview of their investments with corresponding monitoring and reporting features. Contextual and relevant market data, industry and company research and analytics enable the investor to make a well-founded decision.

LEARN MORE

Advisory Dashboard

The Advisory Dashboard enables your advisors to provide the relevant information about portfolios, markets and investment recommendations of your institution to clients.

LEARN MORE

Mobile Advisory Suite

The Mobile Advisory Suite is a comprehensive solution enabling your advisors to serve existing clients or prospects with a cutting edge mobile experience. Advisors are empowered to provide an excepetional service for both the discretionary and advisory business.

LEARN MORE

Risk Analytics Dashboard

The Risk Analytics Dashboard allows an institution or a relationship manager to perform a portfolio health scoring based on configurable investment risk metrics.

LEARN MORE

Product individualization through configuration

A differentiated value proposition supported by a true digital experience is key for Wealth Managers. All additiv software products offer a vast array of configuration possibilities to achieve an individualized experience with the following key configuration possibilities.

  • Look and feel
  • Functionalities
  • Business logics
  • Text and media
  • Number of languages

Request a demo

Our sales team is happy to schedule a personal live demo with you. We offer both web-based or physical demos.


We look forward to showing you the key features and benefits of our new cloud-based offering.

Contact us