WEALTH MANAGEMENT SOLUTION
With ADDFIN WEALTH, professional investors like independent asset managers benefit from a unique, web-based information and transaction platform that enables them to deal with the current and future challenges in a safe, efficient and client-focused way
The Addfin Application an intuitive web-based service solution, that is specially designed for professional investors, that expect an institutional standard though their entire investment and working process.
Addfin Service supports the professional investors in the management and implementation of the daily workflow. Parts or the entire work process from the front-, middle- and backoffice can be delegated and outsourced to Addfin Service.
Addfin Academy delivers profound, up-to-date knowledge transfer that professional investors need in this dynamic environment. The topics include coverage of compliance and investment issues plus related areas such as legal or economic interests.
Solution for wealth managersWe deliver tools, services and training
Solutions for family officesAdvanced CRM solutions to track more than only wealth relationships
Financial InformationWe offer you financial information from SIX Financial Information and FUNDINFO
Financial TrainingWe offer financial training for todays wealth managers
SecurityAll our sevices can be hosted on-premise. We offer different possibilities and levels of hosting and security. You data secure!
Become efficient with ADDFIN WEALTH
ADDFIN Wealth, the new digital private banking solution.
Helps you manage your office, your clients and grow your business, taking care of compliance out of the box.
- CRM & Sales support
- Legal and regulatory compliant
- Research & Investment information
- strategy-selection through Institutional standards
- Portfolio Simulations
- Trading list
- Connections to external portfolios
- Compliance – Checklists
- Compliance Workflows
- Compliance Documentation
- PEP Check / PIB Informationen
- Automated generation of compliance forms and reports
- Audit-Tracking (change-log)
- Portfolio Management
- Portfolio simulation
- Finance feeds
- Financial Information
- FundInfo documentation
- SIX FInancial Information