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Evida to offer hybrid digital financial advice through additiv’s Wealth Management-as-a-Service platform

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by additiv
| 02/11/2021 12:00:00

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 additiv, a leading SaaS and embedded finance WealthTech provider, has been formed in response to the increasing need for end-to-end client wealth management advisory services, including personal interactions.  By utilizing additiv’s Hybrid Wealth Manager, Evida will offer a ‘hybrid’ selection of full investment services via a SaaS model, enabling clients to be advisor assisted, use self-service solutions, or a combination of the two.

August Schmitz, Founder and CEO at Evida said: “Offering a transparent and visually engaging customer experience, 24/7, is essential to realize the true value of financial advice.”

August continues: “By partnering with additiv, with its highly intuitive and engaging wealth solution, we can offer an intelligent and efficient platform to our advisors and clients. The look and feel for us internally, and for our end clients, is something we wouldn’t imagine possible one year ago. With additiv, Evida can reach the forefront of the Swedish market.“ 

Eric Andersson, General Manager Europe at additiv, said: “The combination of additiv and Evida addresses the need for a fully digital, hybrid Wealth Management-as-a-Service offering, targeted at any Nordic country.“

Eric added: ''Our platform enables independent wealth managers to offer compliant end-to-end financial services in the most efficient way. With this launch additiv entered the Everything-as-a-Service value proposition which helps independent financial advisors to deliver financial services at the highest international standards. Additionally, we partnered with Kidbrooke, Bricknode and Signicat to deliver this value proposition. This is part of a wider initiative to launch the Wealth Management-as-a-Service platform; a unique offering providing embedded wealth to non-financial brands, digital banks and asset managers.”

About additiv
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.

About Evida
Evida have different professional backgrounds, which has left a great mark on how we take care of our customers. But also how we take on the missions as such. Evida stands for broad and deep knowledge with experience in entrepreneurship, business development, tax law, law and accounting. It means a mix of creativity and order and order that will be very good in the end. In addition to asset management, we offer solid advice on everything to do with finance and financial planning. Evida is simply a Family Office.

The reason Evida was formed was that the founders were commissioned to purchase management services on behalf of some customers in the early 2010s. It was then clear that there was a demand in the market for a company that offers investment services and advice from a clearer customer perspective. That is to say: more impartial and long-term advice, unlike short-term sales of the "advisers" own financial products.

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