additiv digital investment management solution goes live at PostFinance

additiv digital investment management solution goes live at PostFinance
05.05.2020 11:24 am

additiv digital investment management solution goes live at PostFinance

Investment Management , SaaS

PostFinance, one of the leading retail financial institutions in Switzerland, and additiv, a leading SaaS provider to the wealth management industry, today announce the successful implementation of a new, 100% digital investment platform for PostFinance customers.

The platform supports four PostFinance investment solutions, which range from advisory and discretionary mandates to execution-only solutions. Utilising additiv’s market-leading Hybrid Wealth solution, the brand-new offering supports both self-service management as well as advisor-assisted interactions - all with a rich, immersive user experience.

The self-service element enables PostFinance clients to oversee and control their full investment portfolio, including ETFs and funds, through an intuitive tool. The feature rich functions include automated investing informed by PostFinance’s investment committee views, automated daily portfolio monitoring, automated rebalancing, investment proposals triggered through portfolio monitoring, as well as model scenarios using extensive data.

Where advisor-assisted, the solution has features that allow for strong engagement while also giving the advisor the tools to operate as efficiently and effectively as possible, such as instant proposal generation and ‘one-click’ consent management.

Daniel Mewes, Head of Investment Solutions of PostFinance said “We are very pleased to offer our customers four digital investment solutions that support them in targeted, long-term asset accumulation. Thanks to innovative financial software from additiv, our customers benefit from simple, user-friendly access to the new services. Accounts can be opened simply in under 10 minutes, after which customers are free to manage their investments anywhere and anytime. This is an important step for PostFinance on its way to becoming a leader in digital investment management.”

Michael Stemmle, CEO of additiv said “It has never been more important for wealth managers to offer a totally digital experience. This new digital offering from PostFinance provides the best digital servicing, allowing clients anytime, anywhere to access and control their investments themselves or in close collaboration with advisors. But it also combines this with comprehensive engagement and fulfillment capabilities, such as data-rich, interactive views of the positions and performance, personalized idea generation as well as one-click consent management for proposals. We are confident this solution will see strong uptake from the PostFinance customers and deliver massive customer success.”

 

Related News

Aqua to Use Big Data and AI to Create Tradable Assets and Analytics Based on Individuals

Aqua Digital Rising, the new and innovative alternative-asset and analytics investment platform, has announced the start of its pre-funding round as it... Read more »

Allianz Global Investors Selects thinkFolio Managed Service to Drive Global Fixed Income Platform Evolution

Allianz Global Investors, a leading active asset manager, has adopted IHS Markit's leading investment management platform, thinkFolio... Read more »

66% of P2P Investors Say Reliability is of Essence

A survey carried out by the European P2P lending platform Robo.cash shows that... Read more »

thinkFolio and Investor Access advance fixed income primary market workflow

thinkFolio, a leading multi-asset class investment management platform... Read more »

7 out of 10 investors to increase P2P portfolios after the crisis

According to a survey conducted by the P2P lending platform Robo.cash, 68% of P2P investors... Read more »

COVID-19 accelerates shift in expectations for investment advice, finds DIAMAN survey

Investor perceptions towards investment advice have changed as a result of COVID-19 induced volatility, according to key findings from DIAMAN Partners Ltd. (DIAMAN)... Read more »

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel