addWealth
by additiv · Wealth and investment platforms · Zurich, Switzerland
Digital wealth management capabilities
What addWealth does
- Advisory support
- Self-service with on demand assistance
- Process orchestration
- Omnichannel advisory solution
What addWealth is used for
- deliver end to end wealth management services
- automate suitability checks during onboarding
- support portfolio construction and rebalancing
- build and scale digital investment services
- monitor portfolios against defined constraints
Who addWealth is for
- Banks
- Insurers
- Super funds
- Wealth and investment managers
About additiv
Orchestration platform letting banks and insurers launch wealth, insurance, credit and banking services.
additiv in the vendor registry: its products, features and similar vendors.
Also by additiv
- addInsurance: Embedded insurance capabilities
- addCredit: Credit and lending capabilities
- addBanking: Banking services capabilities
- AI Studio: AI tooling on the additiv platform
More in this category: Wealth management and investment platforms.
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