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News

additiv digital investment management solution goes live at PostFinance

Wednesday 6 May 2020 05:22 CET | News

PostFinance, a Switzerland-based retail financial institution, and additiv, a SaaS provider to the wealth management industry, have implemented a 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 Hybrid Wealth solution, the new offering supports both self-service management as well as advisor-assisted interactions.

The self-service element enables PostFinance clients to oversee and control their full investment portfolio, including ETFs and funds. The new functionalities 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.

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Keywords: PostFinance, Switzerland, retail financial institution, additiv, SaaS provider, wealth management, investment portfolio, digitalisation
Categories: Banking & Fintech
Companies:
Countries: Switzerland
This article is part of category

Banking & Fintech

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