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Descartes Finance with digital asset management for sophisticated investors

additiv has advised Descartes Finance to build a self-service platform for sophisticated investors and created the platform. Investors can choose investment experts and strategies and apply their own restrictions

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additiv Hybrid Wealth Manager

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...

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by additiv
| 24/04/2017 00:00:00

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 just one click. From an investment of CHF 50,000, investors can invest the way it is currently only possible for large investments through investment experts.

Thanks to simple user guidance, customers can independently compare strategies, test restrictions, and release orders to their custodian bank UBS or Bank Vontobel. A user-friendly reporting rounds off the service, which is available for a management fee of 0.30% to 0.80% per year, depending on chosen strategy.

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