Riedtlistrasse 27, 8006 Zürich, Switzerland
Be the catalyst for change in the financial services industry through easy, quick and affordable digitalization
Established in 1998, additiv partners with leading companies across the world to help them capitalize on the possibilities of digital wealth and investment management.
additiv’s DFS® omnichannel orchestration platform is a system of intelligence for wealth management. It supports wealth managers looking for best-in-class Software-as-a-Service (SaaS) to deliver better engagement at greater scale. It enables financial institutions to access new distribution channels through a Banking-as-a-Service (BaaS) model. And it allows banking and non-banking providers to embed wealth services into their proposition.
Headquartered in Switzerland, with regional offices in Singapore, UAE, Germany and Kenya, additiv is supported by a global ecosystem of partners.
Their products include:
Business Intelligence & Practice Management, Portfolio & Wealth Management Systems
17/05/2023
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
20/06/2022
18/06/2022
16/06/2022
Digital Platforms & Tools, Technology Strategy & Consulting
12/06/2022
10/06/2022
10/06/2022
06/06/2022
05/06/2022
06/03/2022
04/03/2022
02/03/2022
28/02/2022
24/02/2022
20/02/2022
18/02/2022
16/02/2022
14/02/2022
12/02/2022
10/02/2022
08/02/2022
06/02/2022
04/02/2022
02/02/2022
Client Engagement & Management, Digital Platforms & Tools
01/02/2022
Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools, Technology Strategy & Consulting
27/01/2021
Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
Technology Strategy & Consulting
04/01/2021
Client Engagement & Management, Data Management & Analysis, Software Development & Management, Technology Strategy & Consulting
17/12/2020
Data Management & Analysis, Digital Platforms & Tools, Technology Strategy & Consulting
15/12/2020
Business Intelligence & Practice Management, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
10/12/2020
Core Banking, Technology Strategy & Consulting
08/12/2020
Technology Evaluation & Selection, Technology Strategy & Consulting
07/12/2020
Digital Platforms & Tools, Technology Strategy & Consulting
04/12/2020
Software Development & Management, Technology Strategy & Consulting
03/12/2020
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
03/12/2020
Digital (Robo) Investing, Software Development & Management, Technology Strategy & Consulting
02/12/2020
Software Development & Management, Technology Evaluation & Selection, Technology Strategy & Consulting
01/12/2020
Digital Platforms & Tools, Investment Platforms & Tools, Trading & Back Office
27/11/2020
Cyber & Network Security, Software Development & Management, Technology Implementation & Management, Technology Strategy & Consulting
26/11/2020
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
25/11/2020
Digital Platforms & Tools, Technology Strategy & Consulting
12/11/2020
Business Strategy & Advisory, Software Development & Management, Technology Strategy & Consulting
09/11/2020
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
12/10/2020
Market & Business Infrastructure, Technology Strategy & Consulting
25/08/2020
Technology Strategy & Consulting
22/07/2020
Client Engagement & Management, Digital Platforms & Tools
17/07/2020
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
02/04/2020
Digital Platforms & Tools, Software Development & Management
02/04/2020
Digital Platforms & Tools, Software Development & Management
20/03/2020
Digital Platforms & Tools, Market & Business Infrastructure, Software Development & Management
12/03/2020
Digital Platforms & Tools, Digital (Robo) Investing
21/05/2019
Client Engagement & Management, Digital Platforms & Tools
09/05/2019
Digital Platforms & Tools, Digital (Robo) Investing
15/03/2019
Digital Platforms & Tools, Digital (Robo) Investing
08/03/2019
additiv DFS® is an omni-channel platform built to underpin digital age banking architecture. It is an orchestration layer that sits between client interaction channels and systems of record. Available to everyone at any time, additiv DFS® adapts to changing needs and intelligently delivers personalization, at scale. It enables companies to:
additiv DFS® enables companies to launch instantly enterprise-ready, out-of-the-box wealth management services. Built on our WealthTech platform, their preconfigured products deliver seamless and engaging interaction for all customer groups across all channels. All complemented by a catalogue of RESTful APIs.
additiv DFS® is a cloud-native WealthTech platform with the most advanced technologies:
DFS® is a system of intelligence, offering complete flexibility as needs evolve, from expanding existing businesses to embedding their services anywhere and everywhere. Customer experiences are key to client acquisition; driving the need to separate ‘systems of interaction’ from the orchestration layer. DFS® creates this separation with the most powerful orchestration engine, delivering a growing ‘system of intelligence’ that consumes and deploys data from several books of record. As a result, additiv’s WealthTech platform enables companies to simultaneously deliver multiple highly engaging experiences at digital age scale.
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...
20th June 2022
Watch this interview with Eric Andersson, General Manager Europe, additiv.
18th June 2022
Watch this interview with Eric Andersson, General Manager Europe, additiv.
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....
10th June 2022
Watch this interview with Ennio Limbach - Brun Del Re, Head of value proposition, Additiv.
10th June 2022
For the second part of the interview, Christine Schmid, Head Strategy at additiv, continues to expand on the future generations. Knowledge expectations have changed with information becoming more accessible, leading...
6th June 2022
In this first part of her interview, Christine Schmid, Head Strategy at additiv, explores the trends around embedded finance. With technology being a pivotal factor, embedded finance has become more...
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...
6th March 2022
Watch this interview with Ennio Limbach - Brun Del Re, Head of value proposition, Additiv.
4th March 2022
Watch this Interview with Ennio Limbach - Brun Del Re, Head of value proposition, Additiv.
2nd March 2022
Watch this interview with Ennio Limbach - Brun Del Re, Head of value proposition, Additiv.
28th February 2022
Watch this interview with Ennio Limbach - Brun Del Re, Head of value proposition, Additiv.
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.
18th February 2022
Watch this interview with Thomas Schornstein, member of the executive board, General manager Switzerland and the Middle East.
16th February 2022
Watch this interview with Thomas Schornstein, member of the executive board, General manager Switzerland and the Middle East.
14th February 2022
Watch this interview with Thomas Schornstein, member of the executive board, General manager Switzerland and the Middle East.
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...
12th February 2022
Watch this Interview with Silvan Schriber, Head corporate development, Additiv.
10th February 2022
Watch this interview with Silvan Schriber, Head corporate development, Additiv
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 Engagement & Management Digital Platforms & Tools
1st February 2022
A video interview with Silvan Schriber, Head Corporate Development at additiv. In this interview, Silvan introduces the topic of health and wealth and bringing these together in one propisition to...
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...
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...
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...
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...
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
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...
Technology Strategy & Consulting
4th January 2021
In this seventh and final video interview in the series, Michael Stemmle, CEO & Founder of Zurich-based additiv, talks with Daniel Mewes, Head of Investment Solutions at PostFinance, about sustainable...
Client Engagement & Management Data Management & Analysis
17th December 2020
In this final of three video interviews with Silvan Schriber, Head Corporate Development at Zurich-headquartered additiv, the focus is on the key considerations for financial services firms when they are...
Data Management & Analysis Digital Platforms & Tools
15th December 2020
In this second of three video interviews with Silvan Schriber, Head Corporate Development at Zurich-headquartered additiv, the focus is on driving success in the digital transformation process in wealth management. Silvan...
Business Intelligence & Practice Management Client Engagement & Management
10th December 2020
In this first of three video interviews with Silvan Schriber, Head Corporate Development at Zurich-headquartered additiv, the focus is on reducing friction through the digital transformation process in wealth management. Silvan...
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...
Technology Evaluation & Selection Technology Strategy & Consulting
7th December 2020
In this sixth video interview of seven in the series, Michael Stemmle, CEO & Founder of Zurich-based additiv, talks with Daniel Mewes, Head of Investment Solutions at PostFinance, about what...
Digital Platforms & Tools Technology Strategy & Consulting
4th December 2020
In this fifth video interview of seven in the series, Michael Stemmle, CEO & Founder of Zurich-based additiv, talks with Daniel Mewes, Head of Investment Solutions at PostFinance, about how...
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...
Digital Platforms & Tools Digital (Robo) Investing
3rd December 2020
In this fourth video interview of seven in the series, Michael Stemmle, CEO & Founder of Zurich-based additiv, talks with Daniel Mewes, Head of Investment Solutions at PostFinance, about how the...
Digital (Robo) Investing Software Development & Management
2nd December 2020
In this third video interview of seven in the series, Michael Stemmle, CEO & Founder of Zurich-based additiv, talks with Daniel Mewes, Head of Investment Solutions at PostFinance, about how...
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...
Digital Platforms & Tools Investment Platforms & Tools
27th November 2020
In this second video interview of seven in the series, Michael Stemmle, CEO & Founder of Zurich-based additiv, talks with Daniel Mewes, Head of Investment Solutions at PostFinance, about the...
Cyber & Network Security Software Development & Management
26th November 2020
In this first of four video interviews with Michael Stemmle, CEO & Founder of Zurich-headquartered additiv, the focus is on the main technology considerations for wealth managers. Michael talks us through,...
Digital Platforms & Tools Digital (Robo) Investing
25th November 2020
In this first video interview of seven in the series, Michael Stemmle, CEO & Founder of Zurich-based additiv, talks with Daniel Mewes, Head of Investment Solutions at PostFinance, about how...
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 Software Development & Management
9th November 2020
In this second episode in our new series of video interviews with Zurich-headquartered additiv, Christine Schmid, Head of Strategy at additiv, argues that the focus is on ecosystems to drive...
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....
Digital Platforms & Tools Digital (Robo) Investing
12th October 2020
In this video interview, Thomas Schornstein, General Manager Middle East and Member of the Executive Board at Zurich-headquartered additiv, talks us through the firm's viewpoint on the digitalization of the wealth management...
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...
Technology Strategy & Consulting
22nd July 2020
Our Head of Strategy, Christine Schmid, was interviewed by Michael Stanhope, Founder & CEO of Hubbis – the online portal focused on the Asian Wealth Management community. Christine clarifies what the mass affluent...
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...
Client Engagement & Management Digital Platforms & Tools
17th July 2020
Our Head of Business Development, Bert-Jan van Essen, was interviewed by Michael Stanhope, Founder & CEO of Hubbis – the online portal focused on the Asian wealth management community. Bert-Jan shares additiv’s views...
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?
2nd April 2020
In this interview, we talk with Christine Schmid (Head Strategy) and Michael Stemmle (CEO & Founder) from additiv. We asked them a couple of questions about their views of the...
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...
Digital Platforms & Tools Market & Business Infrastructure
12th March 2020
In this video, Bert-Jan van Essen - Head of Business Development at additiv - explains the value of additiv DFS's microservices architecture and orchestration engine allowing for a multiplicity of...
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...
Digital Platforms & Tools Digital (Robo) Investing
21st May 2019
We interviewed Thomas Schornstein, Member of the Executive Board and Global Head of Sales & Marketing at Zurich, Switzerland-headquartered digital platform provider additiv. In this second of a two-part video...
Client Engagement & Management Digital Platforms & Tools
9th May 2019
We interviewed Thomas Schornstein, Member of the Executive Board and Global Head of Sales & Marketing at Zurich, Switzerland-headquartered digital platform provider additiv. In this first of a two-part video...
Digital Platforms & Tools Digital (Robo) Investing
15th March 2019
This is the second part of our interview with Michael Stemmle, CEO of Zurich, Switzerland-headquartered digital platform provider, additiv. In this section, after providing his views on the main technology...
Digital Platforms & Tools Digital (Robo) Investing
8th March 2019
We interviewed Michael Stemmle, CEO of Zurich, Switzerland-headquartered digital platform provider, additiv. In this video, Michael talked to us about the main technology trends he sees in and around the...
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 digitalization of the financial services industry offers agile organizations 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 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......
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 benefits of utilizing BaaS: Boost sales and volumes: Reach an additional client base and reduce client acquisition costs. Lower average costs: Utilize excess capacity efficiently and reduce costs through volume growth. Grow profits: Achieve 3x higher Return on Equity (ROE) and increase profit channels. Embed into context-relevant user journeys With additiv’s DFS® platform, financial......
Credit Engine supports the whole client journey: Digital client onboarding Instant scoring and valuation of collateral (for example real estate, securities) Credit offers from multiple lenders based on their risk model Servicing the loan Prospective secondary market. Credit Risk Engine sits on a single platform, seamlessly integrated into a core banking or loan management system. It......
additiv’s DFS® platform allows brands to easily embed wealth management into their offering. Services can be tightly integrated into an existing journey, or offered standalone. The platform connects brands with additiv’s regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment. Benefits of Embedded Wealth Embed wealth management into......
The analysis is possible for an individual client portfolio, the client book of an advisor, the client portfolio of an entire team and every organizational unit (market, country, region etc.). The dashboard view can be personalized based on roles and authorization level. The Risk Analytics Dashboard makes bank-wide exposure management a......
The foundation is the additiv DFS® platform and its extensive, ever growing RESTful API catalogue. Allowing a faster time to market, flexibility while letting FIs focus on their clients’ needs. It utilizes a standardized and unified API framework to enhance existing channels and add new ones: Tailormade: Build your own solution according......
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