Solution introduction

additiv Wealth Robo Advisor as self-service solutions for mass affluent clients

Accumulator and Decumulator solutions for serving mass customer segments

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

Group features include the following:

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

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