Talstrasse 65, 8001 Zurich, Switzerland
We partner with institutions to evolve their business model and transform their offerings with innovative wealth management, banking, credit, and insurance solutions
additiv enables leading financial institutions and brands globally to add innovative financial services - all on one platform.
additiv's API-first cloud platform is one of the world's most powerful solutions in wealth management, banking, credit, and insurance. The technology, together with the global ecosystem of regulated financial service providers, opens new opportunities for banks, insurance companies, asset managers, IFAs, but also 'consumer brands' to offer their own and third-party financial solutions quickly and flexibly via existing or new customer channels.
Headquartered in Switzerland, with regional offices in Singapore, UAE, and Germany and over 250 employees, additiv serves over 400 financial companies (banks, insurers, asset managers, pension providers, IFAs, etc.) and brands globally.
Business Intelligence & Practice Management, Portfolio & Wealth Management Systems
17/05/2023
12/07/2024
11/07/2024
10/07/2024
09/07/2024
08/07/2024
05/07/2024
Digital Platforms & Tools, Market & Business Infrastructure, Technology Strategy & Consulting
02/06/2023
Market Analysis, Understanding & Sizing, Portfolio & Wealth Management Systems
01/05/2023
22/06/2022
16/06/2022
Digital Platforms & Tools, Technology Strategy & Consulting
12/06/2022
05/06/2022
24/02/2022
20/02/2022
08/02/2022
06/02/2022
04/02/2022
02/02/2022
Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools, Technology Strategy & Consulting
27/01/2021
Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
Core Banking, Technology Strategy & Consulting
08/12/2020
Software Development & Management, Technology Strategy & Consulting
03/12/2020
Software Development & Management, Technology Evaluation & Selection, Technology Strategy & Consulting
01/12/2020
Digital Platforms & Tools, Technology Strategy & Consulting
12/11/2020
Market & Business Infrastructure, Technology Strategy & Consulting
25/08/2020
Client Marketing & Prospecting, Digital Platforms & Tools, Digital (Robo) Investing, Investment Platforms & Tools
14/07/2020
Business Strategy & Advisory, Technology Strategy & Consulting
25/05/2020
Software Development & Management
23/04/2020
Digital Platforms & Tools
02/04/2020
Digital Platforms & Tools, Software Development & Management
02/04/2020
Digital Platforms & Tools, Software Development & Management
20/03/2020
additiv partners with institutions to create differentiating finance propositions that unlock new profit pools, by leveraging best-in-class technology, complemented by business transformation consulting services and a global network of regulated financial service providers. additiv empowers banks, insurers, asset and wealth managers and non-financial institutions to deliver innovative financial value propositions, offered through their own or via third-party distribution channels.
additiv serves clients in over 15 countries across Europe, Middle East and Asia Pacific, working with banks (e.g., PostFinance, PT Bank Commonwealth Indonesia), asset managers (e.g., ATRAM), independent advisory firms (e.g., NS Partners), insurance companies (e.g., Zürich), and major non-financial brands (e.g., Coop), to launch wealth management, banking, credit and insurance services within their existing client journey.
Additiv has an ever-expanding number of marketplace partners that helps strengthen their offering through the provision of complementary data, regulated financial services, professional services or functionality.
28th April 2025
The UAE’s alternative End-of-Service Benefits (EoSB) scheme represents a transformative $100 billion opportunity that will fundamentally reshape the region’s financial services landscape. This paper examines how this regulatory evolution creates strategic...
21st April 2025
The UK financial advice landscape stands at a critical juncture, with £430 billion sitting in underutilised cash deposits and 13 million adults lacking access to professional guidance, the need for...
14th April 2025
We are proud to showcase how our partnership with DekaBank delivers sophisticated investment capabilities to millions of German Savings Banks customers through Deka-Connect+: Seamless integration with existing banking platforms drives rapid advisor...
8th April 2025
This collaboration brings together Interactive Brokers’ global execution, custody and infrastructure with additiv’s advanced advisory and automation suite—creating a seamless, scalable platform for digital investment and hybrid wealth management. From digital...
7th April 2025
Strengthening presence in Asia Pacific: additiv opens a new office in Manila to support financial institutions in the Philippines with their digital transformation efforts. Accelerating digital transformation: additiv is driving the...
28th March 2025
additiv wins WealthBriefing award for innovation in B2C wealth technology. Platform transforms how financial institutions can launch, scale, and automate personalised wealth services. Open sourcing model accelerates market entry, enhances operational efficiencies...
18th March 2025
Bringing professional investment advice to mass investors – professional investment advice, once reserved for HNWIs, is now accessible to retail and mass affluent investors through model portfolios. Seamless integration for financial...
3rd February 2025
New office opening reinforces additiv's commitment to Indonesia as a key growth market in Asia Pacific Strategic expansion supports increasing demand for digital financial services in Southeast Asia's largest economy Move enables additiv...
28th January 2025
Executive summary additiv needed a scalable cloud solution to provide banks, insurers, and consumer brands around the globe with efficient, innovative services. additiv used Microsoft Azure to develop an API-first cloud platform...
20th November 2024
Zurich, Switzerland, 8th November 2024 – additiv, a global leader in fintech and digital transformation, is pleased to announce that AXA Switzerland has successfully launched its addProtect bancassurance offering, powered by additiv’s...
19th November 2024
Partnership launches innovative digital End-of-Service Benefits (EoSB) proposition throughout the UAE. Proposition combines End-of-Service Benefits with personalised, holistic financial planning and wealth management. The End-of-Service Benefits market in the UAE represents a...
14th November 2024
Jakarta, Indonesia, 14th November 2024 – additiv, a global leader in digital financial solutions powered by its award-winning platform, is proud to announce a strategic collaboration with PT Syailendra Capital,...
11th November 2024
additiv strengthens its commitment to the UK market with the opening of a new office in the heart of London’s financial district, Heron Tower Pierre Dufauret joins additiv as the new...
Business Strategy & Advisory Client Engagement & Management
18th September 2024
In today's rapidly evolving financial landscape, wealth management is undergoing a profound transformation. The traditional model of high-touch, face-to-face interactions is giving way to a hybrid approach that leverages digital...
12th July 2024
Join Nils Frowein, CEO of additiv, as he outlines the strategic path of additiv's journey into embedded finance. Discover how additiv goes beyond being just an IT company or developer,...
11th July 2024
In this interview with Nils Frowein, CEO of additiv, discover how embedded finance is changing the landscape of financial services. Learn how embedded finance seamlessly integrates regulated services into existing...
10th July 2024
In this short video interview, Michael Stemmle (Founder and CEO at additiv) discusses what additiv is doing to drive embedded, offering insights on: What exactly embedded finance is Why embedded wealth is...
9th July 2024
Explore the future of wealth management in Switzerland with insights from additiv's General Manager of the Swiss market. Discover how Switzerland's rich tradition of success in wealth management is adapting...
8th July 2024
Discover the power of the additiv platform, a scalable solution that integrates technology and business seamlessly. Learn how it offers a holistic view of wealth management needs, from investment portfolios...
5th July 2024
additiv has supported Coop with its embedded finance platform in the design and development of the superapp, which is fully integrated with the Coop brand and other digital channels. The...
4th June 2024
Phillip Hagedorn, CEO ATRAM Asset and Wealth Management talks with Pieter Zylstra, General Manager at additiv Asia. Philip shares his thoughts on the importance of the wealth management market and the future...
19th April 2024
Niraj Naetsawan, new General Manager, Middle East at additiv reaffirms his commitment to the expansion in the region. Key priorities include the continued execution of the company’s finance-as-a-service strategy and expansion...
5th April 2024
It is no secret that the world of consumer financial services is rapidly evolving. Consumers can access more services online and, increasingly, they can access financial services via non-financial brands....
28th March 2024
Serving the ME region since 2020, additiv, a global leader in FinTech and embedded finance, reaffirms its commitment to expand operations. The appointment of Niraj Naetsawan as the new Middle East General...
25th March 2024
The way in which consumers access financial services is rapidly evolving. Services are being unbundled, re-bundled and embedded in new or non-traditional channels, creating opportunities for both financial and non-financial...
29th February 2024
Responding to growing demand for Finance-as-a-Service propositions in the Middle East, additiv, a global leader in FinTech and embedded finance, has announced today that it is expanding its presence in Dubai,...
26th February 2024
Tailored for high-net-worth individuals (HNWIs) and institutional clients, ATRAM’s Wealth360 showcases their dedication to adaptability and innovation in the dynamic Philippine financial markets, enhancing investment experience and streamlining processes. This...
Business Strategy & Advisory Client Engagement & Management
13th February 2024
additiv, a global leader in FinTech and embedded finance, today unveiled the findings of its comprehensive 2024 Embedded Finance Consumer Study “How consumers access financial services”. For this landmark research, conducted in...
25th January 2024
additiv, a global leader in FinTech and embedded finance, is delighted to announce the release of a groundbreaking report ‘Embedded Finance Opportunity in Southeast Asia’, that paints the evolving consumer landscape...
16th January 2024
Anurag Pandey has been appointed as the new General Manager and Head of the Asia Pacific at additiv. Operating from its Singapore hub since 2018, additiv reaffirms its commitment to the APAC...
8th December 2023
additiv, a global leader in FinTech and embedded finance, is excited to announce the renewal of its long-term partnership with PT Bank Commonwealth for the continued development and support of...
28th November 2023
additiv, a global leader in FinTech and embedded finance, and PT Ikonsultan Inovatama (IKON), Indonesia’s leading IT and management consultant, are excited to announce they have extended their strategic alliance...
Business Strategy & Advisory Market & Business Infrastructure
3rd November 2023
Predictions about Artificial Intelligence (AI) wiping out millions of jobs need not worry advisers too much. Why? The need for AI in the first place stems from a shortage of...
25th October 2023
Coop Finance+, a financial services super-app, meets the diverse needs of Coop’s customers by offering easily accessible and tailored solutions. As part of the collaboration, additiv provides Coop with its cloud...
Digital Platforms & Tools Investment Platforms & Tools
16th October 2023
additiv and SELISE, Swiss FinTech leaders, forge a strategic partnership to accelerate the delivery and seamless integration of additiv’s award-winning wealth platform. The collaboration underscores both firms’ commitment to transformative innovation...
Digital Platforms & Tools Market & Business Infrastructure
24th August 2023
Artificial intelligence will materially re-shift the wealth management market as we know it today, and standing aside is not an option. This paper deep dives into the use cases where...
18th August 2023
This certification validates additiv’s commitment to upholding the highest standards of information security in the development, provision, and sales of our wealth management, credit, and Insurance-as-a-Service capabilities. By successfully meeting...
11th August 2023
London, United Kingdom, 21 June 2023: additiv, the international digital investment and financial solutions company, has been acknowledged by FinTech Global, a leading provider of FinTech information services, as driving AI innovation...
Business Strategy & Advisory Technology Strategy & Consulting
31st July 2023
The Future of Finance report is a contribution from 14 global leaders. It reviews their insights on the key structural drivers facing the wealth industry and the opportunities and challenges...
19th June 2023
Nils Frowein, former CEO Swiss Life International, will join the international embedded finance platform provider additiv as CEO as of July 1, 2023. Nils Frowein will drive the further growth and business development...
Business Strategy & Advisory Proposition Design, Development & Delivery
13th June 2023
The popularity and importance of embedded finance are set to accelerate. Our European study reviews the embedded wealth possibilities from a consumer perspective – assessing the appetite and needs of 1,500...
Digital Platforms & Tools Market & Business Infrastructure
2nd June 2023
During this video interview, Pieter Zylstra, additiv's APAC General Manager, and Marcy Kochet-Chua, Chief Client Relationship Officer at ATRAM, explore the potential of Wealth-as-a-Service and its accessibility to ATRAM clients...
Business Intelligence & Practice Management Portfolio & Wealth Management Systems
17th May 2023
As the demand for wealth management continues to evolve, ATRAM partners with additiv to bring new industry standards by reinventing the Wealth-as-a-Service value chain and making it possible for Philippine...
Digital Platforms & Tools Investment Platforms & Tools
4th May 2023
Embedded finance started on the transactional side – integrated payments or buy- now-pay-later at the point of sale, for example, have become standard. Now we are starting to see more relational...
Market Analysis, Understanding & Sizing Portfolio & Wealth Management Systems
1st May 2023
In this video interview, Pieter Zylstra, additiv's APAC General Manager, and Phillip Hagedorn, CEO at ATRAM Asset and Wealth Management, discuss the evolution of the wealth management landscape in the Philippines....
30th January 2023
International independent wealth advisory firm, Globaleye, today launched a new hybrid wealth management solution, offering both – digital-only and hybrid wealth advice. Globaleye 3.0 will address a gap within the...
Client Engagement & Management Digital Platforms & Tools
27th January 2023
The recent study carried out by additiv showed that the concept of embedded finance is highly relevant - to the point where it can now become real and enter our...
Client Communications & Reporting Client Engagement & Management
5th January 2023
In our overly-complex world, we continually seek simplicity and ease. Facilitated by digital innovation, consumer brands increasingly recognise this, diversifying their business and offering highly-contextualised financial experiences to become more...
Brand & Reputation Client Communications & Reporting
8th November 2022
Zurich, 3rd November 2022: additiv, a leading embedded finance provider, today publishes the results of a recent survey in a new, in-depth report: Understanding the Embedded Finance Opportunity – Consumer study 2022. For...
Client Engagement & Management Digital Platforms & Tools
11th October 2022
Increasing digitalisation has driven changes in people’s needs, one of which is the need for wealth management services. Infobank spoke to Pieter Zylstra, APAC General Manager and Victor Wongsonegoro, APAC...
Digital Platforms & Tools Financial & Retirement Planning
6th October 2022
This article first appeared on hubbis.com on Sep 22nd, 2022. In the words of Abraham Lincoln: “The most reliable way to predict the future is to create it”. It is a positive...
Client Engagement & Management Digital Platforms & Tools
3rd October 2022
In the words of Barak Obama: “We are the first generation to feel the effect of climate change and the last generation who can do something about it”. And no one...
Core Banking Digital Platforms & Tools
19th August 2022
It has been over 20 years since the founder of Apple, Steve Jobs said: “Get closer than ever to your customers. So close that you tell them what they need...
1st August 2022
In its recent report on the financial services market, Oliver Wyman demonstrated how non-traditional players, such as PayPal and Shopify, have gone from representing 3% of the sector’s overall market...
22nd June 2022
For the fourth part of our interview with additiv’s Head of Research & Development, Guy Levy, we asked how public cloud affects embedded finance. Levy highlights the importance of technical...
16th June 2022
CEO of additiv, Michael Stemmle, goes into how additiv has changed from being a media publisher to shifting its focus in favour of technological advances and, more specifically, the financial...
Digital Platforms & Tools Technology Strategy & Consulting
12th June 2022
In this third video, the CEO of additiv, Michael Stemmle, points out that additiv services are different from that of other firms as embedded wealth management is not a standard service offer....
5th June 2022
In this interview, Yann Kudelski, Head of Product Management at additiv, explains how the firm differs from its competitors. Throughout the video, Kudelski defines additiva as a digital wealth management service...
Digital Platforms & Tools Investment Platforms & Tools
21st March 2022
Year in review What would you highlight as the main technology themes for the wealth management sector in 2021? 2021 was definitely the year that the concept of Banking-as-a-Service (BaaS) to support...
24th February 2022
Watch this interview with Yann Kudelski, Head product management, Additiv.
20th February 2022
Watch this interview with Yann Kudelski, Head product management, Additiv.
Data Management & Analysis Digital Platforms & Tools
14th February 2022
Zurich/Singapore, 14 February 2022: additiv, a leading embedded finance provider to the wealth management industry, today announces that Martin Frick, former Managing Director at Temenos and Avaloq in Asia Pacific, has joined...
8th February 2022
Watch this interview with Adrian Weiss, COO, Additiv
6th February 2022
Watch this interview with Adrian Weiss, COO, Additiv.
4th February 2022
Watch this Interview with Adrian Weiss, COO, Additiv.
2nd February 2022
Watch this interview with Adrian Weiss, COO, Additiv.
Client Onboarding & Identity Verification Data Management & Analysis
21st January 2022
The popular perception of Switzerland as the affluent Alpine home of the mega-wealthy is, like any stereotype, partly based on reality. The medium income here, of CHF50,000 per annum, is...
Client Engagement & Management Digital Platforms & Tools
11th January 2022
Riyadh city towers in Saudi Arabia Saudi Arabia has set an ambitious target of broad economic reform and diversification by 2030. The kingdom is strengthening its stock market and bringing efficiencies to banking...
Client Engagement & Management Digital Platforms & Tools
2nd November 2021
Stockholm, 2 November 2021: Evida, the Swedish financial advisory company, is delighted to confirm their new collaboration with additiv to meet the growing demand for hybrid investment advisory services. The partnership with...
Compliance & Regulation Digital Platforms & Tools
6th October 2021
Zurich, 6 October 2021: Investment Navigator has confirmed that additiv customers can now access its full range of cross-border and product distribution suitability solutions through additiv’s DFS platform. additiv, a leading SaaS and...
Digital Platforms & Tools Software Development & Management
1st September 2021
Financial service distribution is reaching an inflexion point. Embedded finance is not only possible, but has become an imperative. In this report, we focus on one of the more unexplored areas of embedded finance: wealth...
Client Engagement & Management Client Marketing & Prospecting
24th August 2021
Zurich, 24 August 2021: additiv, a leading SaaS and embedded wealth provider to the financial and non-financial industry, has joined forces with Adviscent to provide clients with a context driven, user-led content...
Client Engagement & Management Client Onboarding & Identity Verification
11th August 2021
Zurich and Sofia, August 11, 2021: LEAD Consult, a specialist in providing business and IT consulting services to the financial sector, is proud to announce a new partnership with additiv...
Business Strategy & Advisory Digital Platforms & Tools
3rd August 2021
It only takes a quick scan of any banking publication to realise that there is genuine change coming in the wealth management space. Surveys show a consistent growth trajectory in...
Digital Platforms & Tools Portfolio Build, Analysis & Reporting
23rd June 2021
Zurich, 23 June 2021: Tellco AG, a specialist in pension provision and wealth management services, has selected additiv’s Hybrid Wealth Manager solution to assist their move to offer comprehensive wealth management...
14th June 2021
Additiv AG, a leading wealthtech provider, has been handed the honour of winning ‘Innovative WealthTech Solution’ at The Ninth Annual WealthBriefing European Awards 2021. Showcasing ‘best of breed’ in European wealth management, the awards have been...
Digital Platforms & Tools Investment Platforms & Tools
27th May 2021
additiv has once again been recognized as a leader in WealthTech, having been awarded ‘Best Wealth and Investment Technology Provider’ at MEA Finance Banking Technology Awards 2021. The award won by additiv is described as honoring “a...
Client Engagement & Management Data Management & Analysis
27th May 2021
We’ve come a long way since Bill Gates highlighted: ‘Banking is necessary – banks are not’, back in 1994. But only now are we seeing banking product dispersion being realised...
Digital Platforms & Tools Digital (Robo) Investing
17th May 2021
Frankfurt, 17 May 2021: Kidbrooke, a leading provider of financial analytics APIs, confirmed today that they are making their range of holistic financial planning and analytics solutions available to additiv customers...
Client Engagement & Management Digital Platforms & Tools
1st May 2021
The big buzzword in fintech at the moment is embedded finance. It refers to the concept whereby financial services, now digitized, can be distributed through any channel. Effectively, it is...
Client Engagement & Management Digital Platforms & Tools
27th April 2021
The wealth management landscape in the Philippines is not what it used to be. Our digital world is changing our financial services expectations, including investment needs. In January 2021 there...
Client Engagement & Management Trading & Back Office
13th April 2021
Frankfurt, 13 April 2021: additiv, a leading SaaS provider to the wealth management industry and Bricknode, a progressive Swedish B2B company providing highly scalable cloud banking software for back-office services, today...
Client Engagement & Management Software Development & Management
7th April 2021
This article first appeared on Hubbis.com on April 7th, 2021 Wealth management in APAC is changing fast – we need new maps to guide us As a European living in Asia Pacific,...
Client Engagement & Management Digital Platforms & Tools
25th March 2021
Digital banking is more than a mobile app, and wealth management is no exception: it is about creating an entire experience to secure clients. Christine Schmid, Head of Strategy at...
Business Strategy & Advisory Client Engagement & Management
5th March 2021
The wealth management industry is evolving. And the market within the Middle East is no exception. It is a work in progress that requires a consolidation of objectives and collaboration...
Client Engagement & Management Data Management & Analysis
3rd March 2021
Zürich, 03 March 2021:additiv, a leading SaaS provider to the wealth management industry, today announces a partnership with Clarity AI, a global sustainability and data science tech platform, that brings wealth...
Compliance & Regulation Data Management & Analysis
1st March 2021
However, the goal of these investments should be to create optionality – to allow your business to respond to changing needs – rather than to invest in new technology per...
Client Communications & Reporting Client Engagement & Management
1st March 2021
Most people talk about BaaS in the context of lending and payments, but it applies to all of banking, including wealth management. So, in this article, we explain some of...
Client Engagement & Management Digital Platforms & Tools
1st March 2021
Across the globe, the wealth management industry is undergoing dramatic changes, and the Middle East is no exception. One major factor is digitalization and, since COVID-19, this technology transformation is...
Digital Platforms & Tools Portfolio & Wealth Management Systems
23rd February 2021
Zürich, 23 February 2021: additiv, a leading global SaaS provider to the wealth management industry, today confirmed that they have been identified as a ‘Transformer’ within Swiss strategy consultancy aperture’s in-depth report: ‘Digital Age Wealth...
Client Onboarding & Identity Verification Cyber & Network Security
20th February 2021
Futurae, the future-proof, user-centric authentication FinTech, has joined Swiss global wealth-tech company additiv’s extensive partner ecosystem. The partnership ensures that additiv customers, who include many of the world’s leading financial institutions,...
Client Engagement & Management Digital Platforms & Tools
4th February 2021
As part of the MEA Finance Magazine's LEADERS IN BANKING TECHNOLOGY special feature, Thomas Schornstein, Head of Middle East Business and Member of the Executive Board of additiv, describes his...
Digital Platforms & Tools Portfolio & Wealth Management Systems
1st February 2021
Discover how additiv’s Wealth Solution Builder can help your organization build digital wealth management client services with unique experiences and features. Click the image below to access and download the full report. About additiv additiv...
Digital Platforms & Tools Technology Strategy & Consulting
27th January 2021
Pieter Zylstra - Head of Strategic Sales at additiv interviews Bpk Ivan Kusuma, SVP, Head of Investment & Liabilities at Commonwealth Bank Indonesia (CBA Indonesia). The topics of discussion include: Why strategic...
Client Engagement & Management Digital Platforms & Tools
27th January 2021
Pieter Zylstra - Head of Strategic Sales at additiv interviews Bpk Ivan Kusuma, SVP, Head of Investment & Liabilities at Commonwealth Bank Indonesia (CBA Indonesia). The topics of discussion include: How...
Client Engagement & Management Digital Platforms & Tools
27th January 2021
Pieter Zylstra - Head of Strategic Sales at additiv interviews Bpk Ivan Kusuma, SVP, Head of Investment & Liabilities at Commonwealth Bank Indonesia (CBA Indonesia). The topics of discussion include: Why...
Digital Platforms & Tools Technology Strategy & Consulting
27th January 2021
Pieter Zylstra - Head of Strategic Sales at additiv interviews Bpk Ivan Kusuma, SVP, Head of Investment & Liabilities at Commonwealth Bank Indonesia (CBA Indonesia). The topics of discussion include: How...
Client Engagement & Management Digital Platforms & Tools
20th January 2021
Zurich, 20 January 2021: additiv, a leading SaaS provider to the wealth management industry, today launches Wealth Solution Builder; a new approach enabling banks and other financial institutions (FIs) to...
Core Banking Technology Strategy & Consulting
8th December 2020
In this final of four video interviews with Michael Stemmle, CEO & Founder of Zurich-headquartered additiv, the focus is on the importance of implementing a system of intelligence. Michael talks us...
Software Development & Management Technology Strategy & Consulting
3rd December 2020
In this third of four video interviews with Michael Stemmle, CEO & Founder of Zurich-headquartered additiv, the focus is how additiv is meeting the technology needs of the wealth management...
Software Development & Management Technology Evaluation & Selection
1st December 2020
In this second of four video interviews with Michael Stemmle, CEO & Founder of Zurich-headquartered additiv, the focus is on ensuring modern technology infrastructure readiness for wealth managers. Michael talks us...
Client Engagement & Management Digital Platforms & Tools
17th November 2020
Manila, 17 November 2020: Thakral One today announces that it is extending its relationship with additiv and Microsoft as they seek to expand their focus within the Philippines and support...
Digital Platforms & Tools Technology Strategy & Consulting
12th November 2020
In this third video interview in our new series with Zurich-headquartered additiv, we speak with Christine Schmid, Head of Strategy at additiv, on the main considerations for driving digital transformation. Christine talks us...
Digital Platforms & Tools Investment Platforms & Tools
12th November 2020
In diesen schwierigen Zeiten wird Vermögensverwaltern die Wichtigkeit digitaler Anlage-Lösungen noch stärker bewusst. Bereits vor der Pandemie benutzten bereits über 61% der Konsumenten in Deutschland, Österreich und der Schweiz (DACH)...
Business Strategy & Advisory Client Communications & Reporting
5th November 2020
The nuts and bolts of what makes and breaks trust in financial services – and why it remains a key strategic advantage Trust is the second most important factor consumers consider when buying financial...
Client Communications & Reporting Client Marketing & Prospecting
1st November 2020
This case study shows how additiv helped Commonwealth Bank Indonesia be the first to launch a mobile banking application with investment features and increase their Premier Banking customers by 25%. Please click on...
Digital Platforms & Tools Digital (Robo) Investing
26th October 2020
What is the profile of the Middle Eastern wealth management market? Middle Eastern demographics have changed in recent years. Firstly, the Middle East now has a younger population than many other...
14th October 2020
additiv, a leading SaaS provider to the wealth management industry, today announced that it has expanded its range of operational locations to include a new European head office in Frankfurt, Germany....
6th October 2020
Zurich, 6 October 2020: additiv, a leading SaaS provider to the wealth management industry, today announces that it has appointed Pieter Zylstra, former Regional Director Digital Transformation executive at Orange...
Proposition Design, Development & Delivery Technology Implementation & Management
14th September 2020
Abandoned stadiums, eroding metal structures, pools of stale water — the world is littered with elements of derelict facilities. These megastructures cost several hundred millions of dollars to build. So why...
Client Engagement & Management Digital Platforms & Tools
10th September 2020
Sparbatze, the new digital pension Swiss FinTech, today announces the launch of their fully digital pension services, enabled through collaboration with three other industry partners in banking and technology: Zuger Kantonalbank,...
1st September 2020
Dubai, 1 September 2020: additiv, a global SaaS provider to the wealth management industry, today announces the opening of a new office in Dubai as well as the appointment of...
Business Strategy & Advisory Client Engagement & Management
25th August 2020
Photo by Maria Teneva on Unsplash I was chatting to a banker friend of mine recently about his organization’s new wealth management app. A massive, year-long endeavor where just the design...
Market & Business Infrastructure Technology Strategy & Consulting
25th August 2020
As a provider of cloud-native solutions to the financial services industry, we operate at the highest standards of security and compliance. In this video, Guy Levy and Silvan Schriber explain...
Client Engagement & Management Digital Platforms & Tools
19th August 2020
If you’re watching closely, you can see how consumers’ relationship with money is changing. This transformation has been brewing for some time and now it reached a tipping point, catalyzed by...
Digital Platforms & Tools Technology Implementation & Management
31st July 2020
The use of modular technology affords an ideal solution to those looking to support the mass affluent sector, says Bert-Jan van Essen, Head of Business Development at additiv. “Covid19 has been...
Client Communications & Reporting Client Engagement & Management
28th July 2020
This article is the English version of the original article posted on LinkedIn, in German, by Daniel Mewes, Head of Investment Solutions at PostFinance AG, following the joint announcement of additiv digital investment management solution...
24th July 2020
Our Head of Strategy, Christine Schmid, was interviewed by Thomas Sucic, Editor-in-Chief at EY Switzerland’s New Normal Magazine, a new publication from EY that focuses on the post-pandemic world, which features...
Client Engagement & Management Digital Platforms & Tools
17th July 2020
Helping clients form the habit of saving makes them resilient and enables their financial well-being. Financial services companies must take advantage of digitalization – both in terms of mobile banking...
16th July 2020
Zurich/Singapore, 16 July 2020: additiv, a leading SaaS provider to the wealth management industry, today announces that it has appointed Kevin Hardy, a former Managing Director at BlackRock and Northern Trust, to...
Client Marketing & Prospecting Digital Platforms & Tools
14th July 2020
Our Head of Sales Asia-Pacific, Victor Wongsonegoro, was interviewed by Michael Stanhope, Founder & CEO of Hubbis – an online portal focused on the Asian wealth management community. The discussion explored the mass...
Client Marketing & Prospecting Digital Platforms & Tools
24th June 2020
2.1. Overview additiv KickStarter is available for multiple additiv solutions including its market-leading Hybrid Wealth Manager, thereby combining three components. Each is compelling, but together they become a game changer. A user...
Client Engagement & Management Digital Platforms & Tools
22nd June 2020
1.1. Current status & challenges Before the pandemic, the ripples of digitization were there to see, but the pressure for decisive change was limited. Incumbents considered digitally-native competitors as niche...
Digital Platforms & Tools Technology Strategy & Consulting
12th June 2020
Following additiv's article in our Swiss Wealth Technology Landscape Report 2020 which was entitled, ‘Now is the time to introduce an end-to-end digital journey’, we went back to additiv to ask...
Digital Platforms & Tools Market & Business Infrastructure
10th June 2020
additiv, a leading Software as a Service (SaaS) provider to the wealth management industry, launched in April 2020 an industry first: a rapid, risk-free route to digital wealth management. Its...
Digital Platforms & Tools Software Development & Management
25th May 2020
Over 20 years ago, the media publishing industry started going through a massive change with the widespread consequences we still experience today. It may seem counter-intuitive, but that transformation was...
Business Strategy & Advisory Technology Strategy & Consulting
25th May 2020
Over 20 years ago, the media publishing industry started going through a massive change with the widespread consequences we still experience today. It may seem counter-intuitive, but that transformation was...
Business Strategy & Advisory Technology Strategy & Consulting
11th May 2020
In this report, we look at the broader societal and business implications of the COVID-19 pandemic, and what they mean for the wealth management industry. Even though we don’t yet...
7th May 2020
This week, additiv CEO, Michael Stemmle, and an APAC focused team comprising of Bert-Jan Van Essen, Dario Bernasconi and Victor Wongsonegoro spent time talking with Hubbis – an online portal...
5th May 2020
PostFinance goes live with a new digital investment management tool based on additiv’s market-leading Hybrid Wealth solution The solution will support a spectrum of four investment solutions, from advisory and discretionary...
Client Engagement & Management Digital Platforms & Tools
1st May 2020
See below to access a solution overview for additiv's new KickStarter solution, a rapid implementation option for its digital engagement and orchestration solution, enabling wealth managers to get ahead of sweeping...
Software Development & Management
23rd April 2020
At additiv, we spent a great deal of time wrestling with the challenge of how to manage complexity so we don’t slow the pace of innovation. And our response (at...
20th April 2020
The wealth management industry faces multiple challenges: intense competition, fee compression, low or negative interest rates, stricter regulations and clients seeking for new servicing models, especially in the present Covid-19...
Client Engagement & Management Digital Platforms & Tools
16th April 2020
additiv launches KickStarter, a rapid implementation option for its digital engagement and orchestration solution, enabling wealth managers to get ahead of sweeping changes facing the industry KickStarter enables highly immersive customer experience,...
2nd April 2020
Michael Stemmle (CEO & Founder) from additiv. In this interview, Michael talks about what can banks do to boost their trust in these times?
Digital Platforms & Tools Software Development & Management
2nd April 2020
Michael Stemmle (CEO & Founder) from additiv. In this interview, Michael talks about How can banks add value for clients?
Digital Platforms & Tools Technology Strategy & Consulting
1st April 2020
At additiv, we’re fortunate to be a digitally-native company. By using a distributed, remote-work model, we can continue to provide first-class services to our clients even in times of global crisis....
Business Strategy & Advisory Technology Strategy & Consulting
30th March 2020
Everyone’s watching the upheavals across financial markets these days. Beyond industry insiders, people from all over the world look at the financial industry for signs of what their future might...
Digital Platforms & Tools Software Development & Management
20th March 2020
As we are moving into a phase of evolution where technology becomes simultaneously more finely-grained, easier to integrate and smarter — putting us on course for everything-as-a-service — industries become...
Digital Platforms & Tools Software Development & Management
16th March 2020
Larry Tesler’s famous insight — which subsequently became Tesler’s Law — becomes glaringly obvious with each passing day. Complexity escalates with each layer of human-to-tech and tech-to-tech interaction, resulting in a networked world...
Business Strategy & Advisory Technology Strategy & Consulting
25th February 2020
At the end beginning of January, I left a lifelong career in banking to become Head of Strategy at additiv, a fast-growing SaaS provider to the finance industry. This move was more...
Digital Platforms & Tools Software Development & Management
14th February 2020
There’s a photo. You know the one. The one showing all of the electrical products that have been displaced and bundled into the modern smartphone. It makes most people smile...
11th February 2020
additiv, a leading SaaS provider for credit and wealth management, has teamed up with QCENTRIS, an IT services firm focused on implementation of digital transformation projects, as it seeks to...
Digital Platforms & Tools Technology Strategy & Consulting
10th February 2020
This report takes private banks and wealth managers through the steps needed to transform themselves into digital wealth leaders, including how to concretely: respond to evolving client needs, augment the...
Client Communications & Reporting Client Marketing & Prospecting
1st December 2019
Please click on the image below to access and download the full report.
Digital (Robo) Investing Technology Strategy & Consulting
11th November 2019
A blueprint for omni-channel services — blending human and digital advice to enhance client interaction, operational efficiency and profit Executive summary Wealth managers have no choice but to adapt and modernise if...
Digital (Robo) Investing Portfolio & Wealth Management Systems
8th November 2019
PT. Bank Commonwealth (PTBC), the Indonesian subsidiary of Commonwealth Bank of Australia (CBA), enhanced its award-winning CommBank SmartWealth app with another innovative Wealth Management solution: eSBN offers ComBank’s clients the...
Client Engagement & Management Digital Platforms & Tools
30th October 2019
Bitte klicken Sie auf das Bild, um den Artikel herunterzuladen/Please click on the image below to access and download the full article
Digital Platforms & Tools Digital (Robo) Investing
26th October 2019
To tap the rising demand for investment, insurance and other wealth management services among the growing numbers of mass affluent in South-east Asia, incumbent banks must find new ways to...
Client Engagement & Management Digital Platforms & Tools
12th September 2019
Much is changing in the world of digital finance. But one thing remains constant: the core demands of the wealthy. They have stayed the same. So why are wealth managers...
Client Engagement & Management Digital Platforms & Tools
29th August 2019
additiv offers the Digital Finance Suite (DFS), its award-winning single cloud platform for finance-as-a-service, on Microsoft’s Azure Cloud that is launched in Switzerland today. This extended offering allows providers to...
22nd February 2019
WealthTech pioneer Bert-Jan van Essen from Privé Technologies taking lead in the region for the European digital wealth management innovator. Additiv all fired up for further growth in Asia. Zurich-based additiv,...
Digital Platforms & Tools Digital (Robo) Investing
25th January 2019
In today’s digital world, investors increasingly demand to be able to stay abreast of market developments and manage their financial assets from their mobile devices. However, most financial institutions struggle...
Digital Platforms & Tools Market & Business Infrastructure
2nd July 2018
First wealth management as-a-service products for financial institutions Bolsters Orange Business Services within financial services sector Orange Business Services and additiv, an expert in digital solutions for the financial market, have teamed...
Digital Platforms & Tools Digital (Robo) Investing
26th January 2018
Zurich-based additiv, a leading provider of digitalization solutions to the financial services industry, has hired Adrian Weiss, Regional Head Wealth Management Advisory APAC & EMEA at Citibank. Weiss will assume...
24th October 2017
additiv implements new asset management offering (Robo Advisory) for Allianz Suisse – based on the additiv DFS SaaS platform. The digital end-to-end solution enables an attractive range of products and...
Digital Platforms & Tools Digital (Robo) Investing
9th August 2017
The digitalisation of the financial services industry offers agile organisations one of the the greatest opportunities in history. Not only does it fundamentally change customer behavior, but in particular it...
27th July 2017
Glarner Cantonal Bank‘s Investomat.ch is an online platform designed for experienced investors and beginners. Any individual with a portfolio upwards of CHF5,000 can invest in exchange-traded funds (ETFs) and benefit...
20th July 2017
Zurich-based additiv, a leading provider of digitalisation solutions to the financial services industry, has hired Thomas Achhorner, former Head of Digital Financial Services at PwC Australia. Achhorner assumes the role...
Client Engagement & Management Digital Platforms & Tools
20th July 2017
Client advisors in Private Banking service between of 200 to 300 clients on average. They expect personal support, individual advice and excellent service at any me. The challenge for advisors...
20th June 2017
additiv Robo Advisor 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...
12th June 2017
additiv Asia and IKON are pleased to formalise their partnership on the Indonesian financial Industry, paving the way to the delivery of local projects in digital wealth management. After 12...
20th May 2017
additiv offers a fully automated and standardized offering for retail and massaffluent customers. Little personal interaction and no or very limited optionality to influence the portfolio or the investment strategy...
17th May 2017
Zurich-based additiv, a leading provider of digitalisation solutions to the financial services industry, today announced that it secured funding. The capital will help additiv manage the insatiable demand for cutting...
8th May 2017
additiv and Synpulse are partnering to deliver robo-advisory offerings for financial institutions in Asian emerging markets targeting the retail and affluent client segments. The robo-advisory offering leverages additiv’s modular and...
24th April 2017
Descartes Finance has built the entire platform on additiv DFS, the leading platform for the digitalization of the financial services industry. Various selected investment strategies are available to investors with...
20th March 2017
additiv Robo Advisor 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. Please click...
Digital Platforms & Tools Digital (Robo) Investing
6th March 2017
NatWest has now launched its latest digital offering for the UK savings and investments market. Customers define their investment objectives and are then guided by the easy-to-use tool which determines...
20th February 2017
additive offer 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...
additiv’s platform seamlessly integrates best-in-class technology, regulated third-party financial services, legal and operating frameworks, enabling any distributor to efficiently and effectively provide exceptional, personalized client experiences at scale under their brand. The platform brings together all parts within the financial services value chain covering investments, credit, insurance and payment services, enabling......
The additiv platform manages the sourcing, orchestration, and operation of comprehensive regulated financial solutions to deliver end-to-end value propositions in wealth management, banking, credit and insurance services, embedded into everyday digital channels and super apps. Modular Combine different financial service modules and configurations to create differentiating value propositions. Fast time to market Build and......
The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.