additiv
Wealth management software empowers banks, insurers, and asset managers to integrate innovative financial solutions seamlessly through a unified platform. It supports per... Wealth management software empowers banks, insurers, and asset managers to integrate innovative financial solutions seamlessly through a unified platform. It supports personalized investment strategies, retirement planning, and embedded banking services, enabling institutions to enhance customer experiences and adapt their business models in the evolving financial landscape.
Top additiv Alternatives
Wealth in a Box
Wealth in a Box is an innovative wealth management software that integrates front, middle, and back-office functionalities. With its unique...
Fundpath
Wealth managers benefit from Fundpath’s innovative platform, which streamlines interactions with asset managers by identifying relevant contacts and conversation topics....
BridgeFT
Trusted by top financial institutions and fintech innovators, BridgeFT delivers an API-first WealthTech infrastructure that empowers businesses with real-time financial...
WealthERP
WealthERP is a robust wealth management platform that empowers financial advisors, distributors, and institutions to manage diverse investment portfolios effortlessly....
Wealthbot
Transforming wealth management, this innovative platform automates client profiling with precise risk assessments, enabling tailored investment strategies. With robust custodial...
WealthWorks+
WealthWorks+ is an advanced software solution designed for effective management of trusts, companies, partnerships, and other complex wealth structures. With...
AdvisoryAI
Transforming the advisory landscape, this wealth management software empowers financial professionals to automate advisory documents in just five minutes. With...
Morningstar Advisor Workstation
The Morningstar Advisor Workstation, part of the Direct Advisory Suite, equips financial advisors with an integrated platform for proposal creation,...
WealthTrace
This wealth management software transforms retirement planning by offering precise financial projections and real-time monitoring of investment performance, transactions, and...
FamilyWealthGuru
Designed for the complexities of modern wealth management, this integrated solution allows investors and wealth managers to effortlessly track, organize,...
iDEAL Wealth & Funds
This wealth management software offers a unified platform for investment management, providing users with real-time portfolio insights, risk compliance monitoring,...
Axys
Axys® streamlines portfolio management and accounting by offering customizable reporting and integrated multicurrency capabilities. Designed for investment management firms, it...
Simplicitree
This innovative wealth management software transforms financial planning into an engaging experience. Users can create visual plans that clarify investment...
EY Nexus for Wealth and Asset Management
The EY Nexus for Wealth and Asset Management is a transformative platform designed to drive innovation and enhance customer engagement....
Fintso
This innovative wealth management software empowers financial advisors by enabling seamless transactions under their own brand. Clients benefit from a...
Company Information
- Company: additiv
- Country: Switzerland
Top additiv Features
- API-first integration platform
- End-to-end financial solutions
- Seamless customer journey embedding
- Multi-channel service delivery
- Personalized investment advisory solutions
- Goal-oriented investment planning
- Real-time loan aggregation
- Contextual financial product offers
- Embedded insurance solutions
- Open architecture for partnerships
- Scalable digital wealth management
- Comprehensive banking modules
- Streamlined origination journeys
- Expertise in business model transformation
- Global client support network
- Customized financial value propositions
- Data-driven customer insights
- Ongoing strategic partnership support
- Extensive regulatory compliance framework
- Innovative financial service orchestration
