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Riedtlistrasse 27, 8006 Zurich, Switzerland

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Business introduction

The partner for the digitalization of the financial industry

Be the catalyst for change in the financial services industry through easy, quick and affordable digitalization

additiv was established in 1998 and is a leading provider in the field of digitalization of wealth managers. With offices in Switzerland and Singapore and main development centers in Romania and Ukraine customers are served around the globe. An ecosystem with a fine selection of renowned and globally operating technology and service providers in Wealth Management enriches additiv’s offering.

additiv’s new Digital Finance Software-as-a-Service is based on the fourth generation modular Digital Finance Suite (DFS 4.0) and allows financial institutions to deploy class-leading client advisory, servicing and expert tools in wealth and asset management for the digitalization of new and existing business segments.

History and heritage
additiv is a digital transformation think thank with highly skilled and experienced financial industry professionals. A passionate team of strategists, product managers, finance experts, UX designers and IT experts share a common ambition: To shape the future of the financial industry.

Over a decade ago Michael Stemmle, founder and CEO of additiv, started to consult leading financial services companies with visionary foresight in the areas of omni-channel marketing and sales. He soon realized that adequate technology was not yet available to implement his innovative ideas and concepts.

Based upon his industry foresight and the right feeling what financial services companies would need for a successful future, Michael Stemmle decided to develop the required technology. With the launch of an omni-channel campaigning platform in 2005 applied in a project for a tier 1 bank the journey to become a leading technology provider for financial services began.

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

Digital Platforms & Tools, Digital (Robo) Investing


We interviewed Michael Stemmle, CEO of Zurich, Switzerland-headquartered digital platform provider, additiv. In this video, Michael talked to us about the main technology trends he sees in and around the......

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

Digital Platforms & Tools, Digital (Robo) Investing


additiv at Singapore Fintech Festival 2018

Digital Platforms & Tools, Digital (Robo) Investing


additiv: Introducing the future of wealth management

Digital Platforms & Tools, Digital (Robo) Investing


TWM video interview: An introduction to additiv

Digital Platforms & Tools, Digital (Robo) Investing


Solution provider video: Introduction to additiv SaaS robo advisory product offering for digital wealth management

Digital (Robo) Investing


TWM video interview EXCERPT: What differentiates additiv from its competitors?


TWM video interview EXCERPT: additiv DFS, a live client case

Digital Platforms & Tools, Digital (Robo) Investing


TWM video interview: An introduction to additiv DFS

Client Engagement & Management, Digital Platforms & Tools, Digital (Robo) Investing


Business Overview

additiv was established in 1998 and is a leading provider in the field of digitalization of banks, asset managers and insurers. With branches in Switzerland, Hong Kong and Singapore, as well as an international network of partners, customers are served around the world. The digital solutions from additiv are based on the leading software platform additiv Digital Finance Suite (DFS).

Digital solutions include all types of customer-based interaction, real-time processes, and cross-border solutions with a 360° view. Their additiv DFS-based innovations work with any core system.


Key Data

Year founded
wealth management employees
Office Regional Presence
  • Asia
  • Eastern Europe
  • Western Europe
Type of Clients
  • External Asset Manager
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Regional Private Bank
  • View Others View Less
Client Regional Presence
  • Asia
  • Western Europe
Leading client geographies

additiv Solutions

additiv DFS

additiv DFS (Digital Finance Suite) is a market-leading, proven platform for the digitalization of financial services. It incorporates all aspects of omni-channel architecture, as well as internal downstream processes (front office and mid-office). additiv DFS is designed for the creation and operation of digital offerings, including services and products with......

business needs
Client type
client geography presence
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Classic Robo

Classic Robo is a digital wealth management solution for do-it-yourself investors seeking an end-to-end solution for goal-based investing for both discretionary or advisory based models. It allows an efficient, professional and yet easy management of multiple portfolios with a modern mobile experience. Multiple goals and portfolios ETF and mutual funds products Onboarding to......

business needs
Client type
client geography presence
view solution

Advisory Dashboard

The Advisory Dashboard offers your advisors a powerful and yet easy-to-use solution to conduct portfolio review meetings in or outside the branch. It includes all the required information about client portfolios, markets and related investment opportunities. Portfolio performance and risk monitoring Allocation and exposure reporting Market data and research Analytics Investment opportunities Real-time investment proposals and......

business needs
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Investment Cockpit

Investment Cockpit provides your existing to wealth clients with a holistic view of all invested assets enriched with insightful performance/risk metrics, analytics and contextual market data and research. It shows clients all relevant information and allows smarter decision taking. Portfolio monitoring Allocation and exposure reporting Performance and risk metrics Sentiment analytics Market data and research Alerts and......

business needs
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Mobile Advisory Suite

The Mobile Advisory Suite is a comprehensive client-facing solution offering your advisors a modern and digitally augmented dialogue to serve clients better, faster in or outside the branch. It includes all the functions required to provide comprehensive investment advice for both the discretionary and advisory business. Onboarding to wealth Real-time investment proposals......

business needs
view solution

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