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: