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Digital Wealth Management

Digital Wealth Management Challenges

Our clients, operating in Switzerland, Germany and globally, with large banking and retail services, have common goals:

  • To offer their customers full digital wealth management services
  • To Implement a standardized and optimized solution
  • Better time to market

With the additiv KickStarterTM for Hybrid wealth solution and our digital technology capabilities, we helped our clients to shift from traditional transactional business to a more complex digital interaction and we integrate their data and platform with the advisors and their clients.
We lifted the new thinking on how to bring together the long-term goals financial planning and portfolio construction that fits to the right investment.

Our team is familiar with hybrid cloud services, and the design/implementation of infrastructure components with stringent reliability and performance requirements, including disaster recovery/fail-over mechanisms for these clients.

With additiv Wealth Hybrid installation, our on-site training was part of the implementation process, with training that has been tailored around each client’s processes.

Digital Wealth Management Implementation Solutions

Whether it is a client portal, synchronization, data import or integration, we have the expertise and the implementation know-how to meet our clients highly specific requirements and here are some examples:

  • Build customized client and advisor portals and build own screens with user-defined information
  • Integrate with any custodian to import account information and transactions.
  • Integrate with trade systems to generate orders and process trades
  • Import pricing, security, and corporate action data from external market data provider
  • Integrate the platform to any self-clearing broker dealer
  • Customize the goal-based portfolio module and the digital advisory model to provide further capabilities for clients either such self-service or via their advisors to match with the best fit investment products.

Client Cases (4)

Logistic
Retail & Logistics
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Insurance
Insurance
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Digital Wealth Management
Banking
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