Robo Advisor

Solution introduction

Digital private banking facilitates the consultant’s work and creates a higher customer loyalty

Various models of wealth management can be implemented, depending on the customer groups you want to serve and the targeted customer experience.

Categorisation of digital wealth management

  • Mass-standard robo advisory: automated servicing of self-directed customers
    Offers a fully automated and standardized offering for retail and mass affluent customers. Little personal interaction and no or very limited optionality to influence the portfolio or the investment strategy once the profiling has been done.

  • Individualized robo advisory: sophisticated servicing of investors
    Offers a holistic portfolio management platform to manage investments as professional investors do – in a self-directed way. Comprehensive robo advisor technology is a key element to achieve this. Limited human interaction with the advisor is possible.
    Individualized robo advisory: sophisticated servicing of investors.

  • Robo assisted mobile advisory: enabling advisors
    Supports the advisor during personal client meetings. Client-specific investment universe, rules and reports, research, workflows and more help to provide a comprehensive advisory experience for clients.

  • Digital private banking: the new advisory experience
    A fully digitized and holistic private banking offering with robo advisor technology assisting the customer, advisor and the collaboration between the two. While the client has a comprehensive view on his situation, human interaction is key. The advisor can offer their clients highly sophisticated and individualized investment strategies.

Headquarters Location

Zürich, Switzerland

Website

www.additiv.com

Main Telephone

+41 44 405 6070

Features

  • Standardised robo advisors, rolled out within 5 months only including planning workshops.
  • Tailored robo advisors in terms of processes, offering, approach, interfaces, business model, etc.
  • Any algorithm for portfolio creation and optimization, multi mandators to serve as a platform for multiple offerings.
  • Offers range from retail robo and self-service to sophisticated offerings for institutional investors and tools to serve private banking clients.

Benefits

A fully digitized and holistic mass, affluent or private banking offering with robo advisor technology assisting the customer, advisor and the collaboration between the two. The client can work on his own and has a comprehensive view on his situation. With the hybrid solution, the human interaction is key. The advisor can offer their clients highly sophisticated and individualized investment strategies.

Thanks to no marginal costs, small retail clients are served profitable. In the private banking arena, advisors are enabled to efficiently deliver an advisory experience which is worth the private banking fees.

Latest Developments

  • Theme-based approach
  • Restrictions on the algorithm by the bank
  • Target-based investing

Future Developments

  • Scenario analysis 
  • Market impact on portfolios

Key Data

2014
Year launched
11-20
WEALTH MANAGEMENT CLIENTS
51-100
WEALTH MANAGEMENT USERS
Annually
Release Frequency
Type of Clients
  • Broker-Dealer
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Regional Private Bank
  • View Others View Less
Client Regional Presence
  • Asia
  • Eastern Europe
  • Western Europe

Robo Advisor

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