Solution introduction
The fully integrated, out-of-the-box, cost-effective, cloud-based omni-channel wealth management platform for a new operating and sourcing model
Engage, manage and grow your clients with the #1 Swiss omni-channel wealth management platform
additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing.
This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for different customer segments and target groups. As a software, system-of-intelligence platform, it provides the required technical framework for services, products and business models, enabling a faster and more cost-effective development of new and improved services and products. It is used by numerous banks and insurance companies (from tier 1 to tier 4) and many other institutions of varying size across the globe.
The solution covers all processes, ranging from advisory, onboarding management, touchpoint management, service and customer cockpit processes, customer center processes and portfolio management to compliance, analytics, business intelligence, and sales and marketing. Its modular design includes Onboarding, Advisory Process, CRM, Portfolio Management, Operations, CMS & DMS, Reporting & Analytics, and Order Handling modules.
Its RESTful API orchestrates the interaction and integration with a multitude of front ends, e.g. Client cockpits (mobile, tablet, desktop), Advisor Workbenches, Bank mobile apps, and non-bank channels (e.g. digital money). The available features include Realtime Online Advisory (Video & Voice, Co-Browsing, Live Chat etc.).
The solutions builds on existing core banking & custody systems to enable the fast market launch of innovative digital solutions in private banking, retail banking, insurance, consumer finance and asset management. A uniform standard data integration layer enables easy integration with existing systems and technology.
The Importance of Health & Wealth in Switzerland
Client Engagement & Management, Digital Platforms & Tools
01/02/2022
Unleashing the potential of Wealth-as-a-Service
Digital Platforms & Tools, Market & Business Infrastructure, Technology Strategy & Consulting
02/06/2023
ATRAM Wealth 360
Business Intelligence & Practice Management, Portfolio & Wealth Management Systems
17/05/2023
The wealth management market in the Phillippines
Market Analysis, Understanding & Sizing, Portfolio & Wealth Management Systems
01/05/2023
SmartWealth: How Commonwealth Bank Indonesia continues to deliver record-breaking innovation
Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
SmartWealth: Key success factors for launching digital wealth management solutions to the market
Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
How Commonwealth Bank Indonesia and additiv are driving digital transformation in wealth management
Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
SmartWealth: The strategic rationale for Commonwealth Bank Indonesia to launch its SmartWealth app
Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools, Technology Strategy & Consulting
27/01/2021
additiv: Nachhaltige Anlagelösungen sind die Zukunft
Technology Strategy & Consulting
04/01/2021
additiv: Financial service firms key considerations when implementing digital transformation
Client Engagement & Management, Data Management & Analysis, Software Development & Management, Technology Strategy & Consulting
17/12/2020
additiv: Ecosystems to drive success in digital transformation
Data Management & Analysis, Digital Platforms & Tools, Technology Strategy & Consulting
15/12/2020
additiv: Reducing friction through digital transformation
Business Intelligence & Practice Management, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
10/12/2020
additiv: The importance of implementing a system of intelligence
Core Banking, Technology Strategy & Consulting
08/12/2020
additiv: Grosser Kunden-Erfolg der digitalen Anlagelösungen
Technology Evaluation & Selection, Technology Strategy & Consulting
07/12/2020
additiv: Omni-channel Distribution dank innovativer, digitaler Plattform
Digital Platforms & Tools, Technology Strategy & Consulting
04/12/2020
additiv: How is additiv meeting the technology needs of the wealth management marketplace?
Software Development & Management, Technology Strategy & Consulting
03/12/2020
additiv: Innovative digitale Plattform ermöglicht tiefe Betriebskosten
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
03/12/2020
additiv: Einfache, verständliche digitale Anlagelösungen für PostFinance Kunden
Digital (Robo) Investing, Software Development & Management, Technology Strategy & Consulting
02/12/2020
additiv: Ensuring modern technology infrastructure readiness for wealth managers
Software Development & Management, Technology Evaluation & Selection, Technology Strategy & Consulting
01/12/2020
additiv: PostFinance mit vier neuen digitalen Anlagelösungen
Digital Platforms & Tools, Investment Platforms & Tools, Trading & Back Office
27/11/2020
additiv: The main considerations for driving digital transformation
Cyber & Network Security, Software Development & Management, Technology Implementation & Management, Technology Strategy & Consulting
26/11/2020
additiv: Wie PostFinance ihr digitales Anlagegeschäft aufgebaut hat (How PostFinance built their digital investment business)
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
25/11/2020
additiv: The main considerations for driving digital transformation
Digital Platforms & Tools, Technology Strategy & Consulting
12/11/2020
additiv: Ecosystems to drive success in digital transformation
Business Strategy & Advisory, Software Development & Management, Technology Strategy & Consulting
09/11/2020
The digitalization of wealth management in the Middle East
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
12/10/2020
additiv removes virtual borders using FastTrack for Azure
Market & Business Infrastructure, Technology Strategy & Consulting
25/08/2020
Hubbis interview: Supporting the mass affluent segment with technology solutions
Technology Strategy & Consulting
22/07/2020
Hubbis interview: Services, products & technology to support the mass affluent segment?
Client Engagement & Management, Digital Platforms & Tools
17/07/2020
Hubbis interview: Technology helps drive dramatic opportunities in mass affluent wealth
Client Marketing & Prospecting, Digital Platforms & Tools, Digital (Robo) Investing, Investment Platforms & Tools
14/07/2020
Lessons from the media industry applied to the shifts taking place in finserv [Michael Stemmle]
Business Strategy & Advisory, Technology Strategy & Consulting
25/05/2020
Diamonds, dog-food and being an API-first company [Guy Levy]
Software Development & Management
23/04/2020
Christine Schmid and Michael Stemmle (additiv): What society needs from the financial sector?
Digital Platforms & Tools
02/04/2020
Everything-as-a-Service and the collaboration dividend
Digital Platforms & Tools, Software Development & Management
20/03/2020
Build your own banking systems [Bert-Jan van Essen]
Digital Platforms & Tools, Market & Business Infrastructure, Software Development & Management
12/03/2020
additiv: An introduction to the topic of financial and wealth inclusion (Part 2)
Digital Platforms & Tools, Digital (Robo) Investing
21/05/2019
additiv: An introduction to the topic of financial and wealth inclusion (Part 1)
Client Engagement & Management, Digital Platforms & Tools
09/05/2019
additiv: How the firm is developing its solution offering to support the changing technology needs of the market
Digital Platforms & Tools, Digital (Robo) Investing
15/03/2019
additiv: Five questions on technology trends in the wealth management sector
Digital Platforms & Tools, Digital (Robo) Investing
08/03/2019
Features
With the additiv DFS Wealth Platform financial service companies create and operate their digital offerings and automate the client-facing processes in front-office and mid-office areas. additiv DFS builds on existing core banking systems and allows a fast go-to-market of innovative digital solutions in the areas of private banking, retail banking, consumer finance, and portfolio and asset management.
The multiple features of additiv's DFS solution include:
- Sales & marketing
Planning and management of campaigns, campaign implementation (online, mobile, email, messaging, social media, direct marketing, etc.), lead management and segmentation, qualification, e2e measurement and reporting. - Service & customer cockpit
Secure e-cockpit for customers in the areas of central communication, servicing, purchasing, contract management, triggering and client reporting. - Analytics & intelligence
Big data analytics, predictive modeling, decision engine for control of customer interaction or processes, OLAP, segmentation engine, e2e tracking and analytics and dashboard builder. - Touchpoint management
Management of all digital content, template management, cross-channel publishing, digital advisory tools (calculators, product selectors, etc.), research platforms with Thomson Reuters integration, experience management and individualized interaction management and policy-based automation of correspondence. - Customer center (CRM)
360 prospect and client management, policy-based messaging, case handling via ticketing system, client document and workflow management, collection integration, integration with existing CRM and call center infrastructure, video consulting (Lync), centralized control of the 3rd party systems in customer support. - Compliance
Audit trails, customer reporting, cross-border management, KYC management, ensuring customer interaction requirements (FIDLEG, MiFID II), centralized management of user rights. - Onboarding & closure management
Digital onboarding or purchase of banking products (account opening, loan applications, investment products, credit cards, etc.), document creation and management with scanning connectivity, real-time credit decisions, compliance / KYC (AML, PEP, CEC, etc.), workflow management. - Portfolio management
Definition of offerings, investor profiling, suitability management (on the instruments level (PRC) and portfolio), order management/order book/block order management, robo-advice, MPT optimization, automatic rebalancing/portfolio monitoring. - Integration layer
Existing systems can be expanded to include additiv DFS functions. Additionally, additiv DFS can be fully integrated with the existing systems across multiple interfaces (web service SOAP, FIX & swift interfaces, REST services, flat file batch import & export, batch XML import and export).
Benefits
DFS is the platform that creates digital services for the client and work instruments for bank employees. Workflows can be made real time, cost efficient and user friendly.
additiv DFS enhances existing systems via an integration layer, whereby only the modules required are tailored to the needs.
Partners
Key Data
PRICING
- Subscription (SaaS)
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Family Offices
Client Regional Presence
- Asia
- Middle East
- Western Europe
additiv Hybrid Wealth Manager
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