additiv

additiv

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

1

Evooq

Simplifying investment management, this platform streamlines workflows by automating manual tasks, allowing professionals to focus on decision-making and collaboration, regardless of location.

2

Temenos Multifonds

A robust global platform designed for fund administrators, asset managers, insurance companies, and pension funds, Temenos Multifonds enhances operational efficiency while mitigating risk.

3

Etops

Etops delivers innovative digital solutions that streamline processes for wealth managers, private banks, and family offices.

4

Avaloq Wealth

This all-in-one wealth management solution streamlines investment advisory, portfolio management, and client relations through automation.

5

Wealth in a Box

Wealth in a Box is an innovative wealth management software that integrates front, middle, and back-office functionalities.

6

Fundpath

Wealth managers benefit from Fundpath’s innovative platform, which streamlines interactions with asset managers by identifying relevant contacts and conversation topics.

7

BridgeFT

Its cloud-based platform facilitates seamless integration, streamlined portfolio management, and white-labeled solutions, enabling firms to...

8

WealthERP

With its user-friendly interface, it provides real-time tracking, in-depth financial planning, and advanced investment analysis...

9

Wealthbot

With robust custodial integration and exceptional security measures, it seamlessly safeguards assets...

10

WealthWorks+

With customizable features, role-based dashboards, and streamlined export options, it empowers organizations to efficiently administer...

11

AdvisoryAI

With AI assistants like Evie and Emma, it seamlessly generates tailored reports, meeting notes, and...

12

Morningstar Advisor Workstation

It enhances client engagement through FINRA-reviewed reports, supports regulatory compliance, and streamlines workflows, allowing advisors...

13

WealthTrace

Users can seamlessly link multiple accounts for daily updates, ensuring accurate tracking of balances and...

14

FamilyWealthGuru

With seamless financial integration, automated invoice generation, and advanced reporting features, users can make informed...

15

iDEAL Wealth & Funds

Its innovative FundSense tool enhances decision-making with interactive data visualizations, enabling wealth managers to efficiently...

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