additiv Wealth Robo Advisor are based on the DFS Wealth Platform, and they provide the wealth management industry with a compelling solution to serve their clients with a self-service wealth accumulation and/or wealth decumulation solution. Use cases include the entry into new client segments or markets in a cost-efficient manner or the expansion of the product offering to an existing client group (e.g. wealth offering for a retail bank client segment). 

Group features include the following:

• Onboarding: Client onboarding to bank, including information gathering for account opening, AML, KYC; document generation
• Advisory process: Goal setting, risk profiling, investment strategy confirmation, portfolio creation, review
• Client relationship management: Client information, notes, communication channels, document mangement
• Additional items: Portfolio management, operations, reporting, order handling