Zürich, Switzerland

additiv

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.

Physical Address

Riedtlistrasse 27, 8006 Zurich, Switzerland

Website Address

www.additiv.com

Telephone Number

+41 44 405 6070

Ownership Type

Private

additiv: Introducing the future of wealth management

Digital Platforms & Tools, Digital (Robo) Investing

02/07/2018

additiv introduces the future of wealth management with the launch of its Digital-Finance-as-a-Service (DFaaS) offering. The new offering is based on the fourth generation of its award-winning Digital Finance Suite......

TWM video interview: An introduction to additiv

Digital Platforms & Tools, Digital (Robo) Investing

30/08/2017

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

Digital (Robo) Investing

17/08/2017

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

14/08/2017

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

Digital Platforms & Tools, Digital (Robo) Investing

24/07/2017

TWM video interview: An introduction to additiv DFS

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

18/07/2017

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.

Partners

Key Data

Year founded
1998
employees
101-250
wealth management employees
11-20
clients
21-50
offices
4
Office Regional Presence
  • Asia
  • Eastern Europe
  • Western Europe
Type of Clients
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • External Asset Manager
  • Regional Private Bank
  • View Others View Less
Client Regional Presence
  • Asia
  • Western Europe
additiv client presence
  • Germany
  • Malaysia
  • Singapore
  • Switzerland
  • United Kingdom

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
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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
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