Solution introduction

The fully integrated, out-of-the-box, cost-effective, cloud-based omni-channel wealth management platform for a new operating and sourcing model

Engage, manage and grow your clients with the #1 Swiss omni-channel wealth management platform

additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing.

This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for different customer segments and target groups. As a software, system-of-intelligence platform, it provides the required technical framework for services, products and business models, enabling a faster and more cost-effective development of new and improved services and products. It is used by numerous banks and insurance companies (from tier 1 to tier 4) and many other institutions of varying size across the globe.

The solution covers all processes, ranging from advisory, onboarding management, touchpoint management, service and customer cockpit processes, customer center processes and portfolio management to compliance, analytics, business intelligence, and sales and marketing. Its modular design includes Onboarding, Advisory Process, CRM, Portfolio Management, Operations, CMS & DMS, Reporting & Analytics, and Order Handling modules. 

Its RESTful API orchestrates the interaction and integration with a multitude of front ends, e.g. Client cockpits (mobile, tablet, desktop), Advisor Workbenches, Bank mobile apps, and non-bank channels (e.g. digital money). The available features include Realtime Online Advisory (Video & Voice, Co-Browsing, Live Chat etc.).

The solutions builds on existing core banking & custody systems to enable the fast market launch of innovative digital solutions in private banking, retail banking, insurance, consumer finance and asset management. A uniform standard data integration layer enables easy integration with existing systems and technology.

The Importance of Health & Wealth in Switzerland

Client Engagement & Management, Digital Platforms & Tools

01/02/2022

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......

SmartWealth: Key success factors for launching digital wealth management solutions to the market

Digital Platforms & Tools, Technology Strategy & Consulting

27/01/2021

How Commonwealth Bank Indonesia and additiv are driving digital transformation in wealth management

Digital Platforms & Tools, Technology Strategy & Consulting

27/01/2021

SmartWealth: The strategic rationale for Commonwealth Bank Indonesia to launch its SmartWealth app

Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools, Technology Strategy & Consulting

27/01/2021

SmartWealth: How Commonwealth Bank Indonesia continues to deliver record-breaking innovation

Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting

27/01/2021

additiv: Nachhaltige Anlagelösungen sind die Zukunft

Technology Strategy & Consulting

04/01/2021

additiv: Financial service firms key considerations when implementing digital transformation

Client Engagement & Management, Data Management & Analysis, Software Development & Management, Technology Strategy & Consulting

17/12/2020

additiv: Ecosystems to drive success in digital transformation

Data Management & Analysis, Digital Platforms & Tools, Technology Strategy & Consulting

15/12/2020

additiv: Reducing friction through digital transformation

Business Intelligence & Practice Management, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting

10/12/2020

additiv: The importance of implementing a system of intelligence

Core Banking, Technology Strategy & Consulting

08/12/2020

additiv: Grosser Kunden-Erfolg der digitalen Anlagelösungen

Technology Evaluation & Selection, Technology Strategy & Consulting

07/12/2020

additiv: Omni-channel Distribution dank innovativer, digitaler Plattform

Digital Platforms & Tools, Technology Strategy & Consulting

04/12/2020

additiv: How is additiv meeting the technology needs of the wealth management marketplace?

Software Development & Management, Technology Strategy & Consulting

03/12/2020

additiv: Innovative digitale Plattform ermöglicht tiefe Betriebskosten

Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting

03/12/2020

additiv: Einfache, verständliche digitale Anlagelösungen für PostFinance Kunden

Digital (Robo) Investing, Software Development & Management, Technology Strategy & Consulting

02/12/2020

additiv: Ensuring modern technology infrastructure readiness for wealth managers

Software Development & Management, Technology Evaluation & Selection, Technology Strategy & Consulting

01/12/2020

additiv: PostFinance mit vier neuen digitalen Anlagelösungen

Digital Platforms & Tools, Investment Platforms & Tools, Trading & Back Office

27/11/2020

additiv: The main considerations for driving digital transformation

Cyber & Network Security, Software Development & Management, Technology Implementation & Management, Technology Strategy & Consulting

26/11/2020

additiv: Wie PostFinance ihr digitales Anlagegeschäft aufgebaut hat (How PostFinance built their digital investment business)

Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting

25/11/2020

additiv: The main considerations for driving digital transformation

Digital Platforms & Tools, Technology Strategy & Consulting

12/11/2020

additiv: Ecosystems to drive success in digital transformation

Business Strategy & Advisory, Software Development & Management, Technology Strategy & Consulting

09/11/2020

The digitalization of wealth management in the Middle East

Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting

12/10/2020

additiv removes virtual borders using FastTrack for Azure

Market & Business Infrastructure, Technology Strategy & Consulting

25/08/2020

Hubbis interview: Supporting the mass affluent segment with technology solutions

Technology Strategy & Consulting

22/07/2020

Hubbis interview: Services, products & technology to support the mass affluent segment?

Client Engagement & Management, Digital Platforms & Tools

17/07/2020

Hubbis interview: Technology helps drive dramatic opportunities in mass affluent wealth

Client Marketing & Prospecting, Digital Platforms & Tools, Digital (Robo) Investing, Investment Platforms & Tools

14/07/2020

Lessons from the media industry applied to the shifts taking place in finserv [Michael Stemmle]

Business Strategy & Advisory, Technology Strategy & Consulting

25/05/2020

Diamonds, dog-food and being an API-first company [Guy Levy]

Software Development & Management

23/04/2020

Christine Schmid and Michael Stemmle (additiv): What society needs from the financial sector?

Digital Platforms & Tools

02/04/2020

Everything-as-a-Service and the collaboration dividend

Digital Platforms & Tools, Software Development & Management

20/03/2020

Build your own banking systems [Bert-Jan van Essen]

Digital Platforms & Tools, Market & Business Infrastructure, Software Development & Management

12/03/2020

additiv: An introduction to the topic of financial and wealth inclusion (Part 2)

Digital Platforms & Tools, Digital (Robo) Investing

21/05/2019

additiv: An introduction to the topic of financial and wealth inclusion (Part 1)

Client Engagement & Management, Digital Platforms & Tools

09/05/2019

additiv: How the firm is developing its solution offering to support the changing technology needs of the market

Digital Platforms & Tools, Digital (Robo) Investing

15/03/2019

additiv: Five questions on technology trends in the wealth management sector

Digital Platforms & Tools, Digital (Robo) Investing

08/03/2019

Features

With the additiv DFS Wealth Platform financial service companies create and operate their digital offerings and automate the client-facing processes in front-office and mid-office areas. additiv DFS builds on existing core banking systems and allows a fast go-to-market of innovative digital solutions in the areas of private banking, retail banking, consumer finance, and portfolio and asset management.

The multiple features of additiv's DFS solution include:

  • Sales & marketing
    Planning and management of campaigns, campaign implementation (online, mobile, email, messaging, social media, direct marketing, etc.), lead management and segmentation, qualification, e2e measurement and reporting.
  • Service & customer cockpit
    Secure e-cockpit for customers in the areas of central communication, servicing, purchasing, contract management, triggering and client reporting.
  • Analytics & intelligence
    Big data analytics, predictive modeling, decision engine for control of customer interaction or processes, OLAP, segmentation engine, e2e tracking and analytics and dashboard builder.
  • Touchpoint management
    Management of all digital content, template management, cross-channel publishing, digital advisory tools (calculators, product selectors, etc.), research platforms with Thomson Reuters integration, experience management and individualized interaction management and policy-based automation of correspondence.
  • Customer center (CRM)
    360 prospect and client management, policy-based messaging, case handling via ticketing system, client document and workflow management, collection integration, integration with existing CRM and call center infrastructure, video consulting (Lync), centralized control of the 3rd party systems in customer support.
  • Compliance
    Audit trails, customer reporting, cross-border management, KYC management, ensuring customer interaction requirements (FIDLEG, MiFID II), centralized management of user rights.
  • Onboarding & closure management
    Digital onboarding or purchase of banking products (account opening, loan applications, investment products, credit cards, etc.), document creation and management with scanning connectivity, real-time credit decisions, compliance / KYC (AML, PEP, CEC, etc.), workflow management.
  • Portfolio management
    Definition of offerings, investor profiling, suitability management (on the instruments level (PRC) and portfolio), order management/order book/block order management, robo-advice, MPT optimization, automatic rebalancing/portfolio monitoring.
  • Integration layer
    Existing systems can be expanded to include additiv DFS functions. Additionally, additiv DFS can be fully integrated with the existing systems across multiple interfaces (web service SOAP, FIX & swift interfaces, REST services, flat file batch import & export, batch XML import and export).

Benefits

DFS is the platform that creates digital services for the client and work instruments for bank employees. Workflows can be made real time, cost efficient and user friendly.

additiv DFS enhances existing systems via an integration layer, whereby only the modules required are tailored to the needs.

Partners

Key Data

PRICING
  • Subscription (SaaS)
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Family Offices
Client Regional Presence
  • Asia
  • Middle East
  • Western Europe

additiv Hybrid Wealth Manager

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