Sign In
Subscribe

additiv’s wealth management platform recognised for offering a seamless digital advisory experience

Abstract blur beautiful hotel lobby interior for background

As one of the world’s most powerful solutions in the financial services industry, additiv’s API-first cloud platform, together with the global ecosystem of regulated financial services providers, opens up new opportunities not only for banks, insurance companies, asset managers and IFAs, but also consumer brands to offer their own as well as third-party financial solutions quickly and flexibly through existing and new customer channels.

Solving clients’ pain points

additiv found that financial institutions were facing a plethora of challenges that led to lower customer satisfaction, increased cost, and reduced profitability – which led to the launch of addWealth in 2017 – with the objective of transforming the financial services industry.

additiv created a platform that empowers advisors and portfolio managers with an enhanced and seamless digital advisory experience. Its pioneering digital solution has successfully bridged the gap between advisors and their clients, allowing for more informed financial decision-making and deeper client advisor engagement.

For rolling out an innovative wealth management proposition, additiv received the Best Client Advisory Solutions Platform by a Vendor award at the Global BankTech Awards 2024, hosted by The Digital Banker.

With a commitment to remain agile and adaptive in an ever-evolving market, additiv’s objective towards launching addWealth was to cater to the growing demands of institutional clients and end-consumers. The platform was then designed to enhance advisor and customer experience and streamline processes.

By seamlessly integrating best-in-class technology, regulated third-party financial services, legal and operational frameworks, addWealth enables financial institutions to deliver value propositions in wealth management such as goal-oriented investments, retirement, and pension planning, personalised discretionary portfolio management and investment advisory solutions.

Clients can seamlessly manage the full wealth management lifecycle on a single platform – from prospecting and onboarding to financial planning, portfolio and risk management, and ongoing client servicing. Pre-integrated regulated service providers allow clients to combine their own services with those of regulated service providers which are fully integrated into the platform. This allows for a fast time-to-market and rich, ever-expanding offerings.

For financial institutions that prefer a hybrid approach, additiv’s platform can equip advisors and portfolio managers with an extensive array of service and productivity tools, enhancing personal relationship and advice through all channels. This results in an outstanding client experience as financial institutions can provide their end-clients with intuitive tools for managing their highly personalised investment portfolios, either independently or alongside their advisors.

By offering a 360-degree view of all the information, additiv is redefining how customers interact with their managed portfolios, while also helping them make informed decisions. The platform itself is highly customisable to client needs, while additiv works on making it possible for institutions to offer their clients a real-time and comprehensive outlook on their investment portfolios.

Top Stories

Related Articles

Shopping Cart

Media Kit

    Data Protection

    Personal Data (“Data”) submitted for Media Kit (“Media Kit”), and/or collected in the form of first name, last name, email address and other contact details may be used for the purposes of inviting you to future events and for reaching out to you with content which may be of interest to you. For these purposes, Coeus Intelligence will share the Data with our associate companies (including event and content sponsors) to promote their products and services. If you would like to opt-out, email us at [email protected].

    By clicking Submit, you acknowledge that you consent/ have sufficient informed consent to the collection, use and disclosure of Data as set out above.

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

        Data Protection

        The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

        Registration Form

          Data Protection

          The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

          Registration Form

            Data Protection

            The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

            The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

            COVID-19
            Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

            Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

            The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

            Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

            Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

            Request Nomination Pack

            Error: Contact form not found.