Wealth Managers and IFAs

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

Custody

Brokerage services

Market insights

Thrive in an evolving market

Wealth is on the move.

The next generation of clients expect more than investments; they want holistic advice and services that support financial wellness and security.

Clients want choice, they are expecting options for how services are provided – through which channels and whether through an advisor or self-led.

Wealth managers and IFAs who offer customized, seamless and multichannel value propositions are best-placed to capitalize to not just retain existing customers but gain momentum in an ever-evolving market.

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

Bringing value to embedded finance distribution clients

Michael Stemmle, CEO & Founder of additiv

Speak with an expert

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