Tellco partners with additiv to launch wealth management services

Wednesday 23 June 2021 10:49 CET | News

Pension provision and wealth management services specialist Tellco has selected additiv’s Hybrid Wealth Manager solution to launch wealth management solutions.

The partnership with additiv, a SaaS and embedded finance provider to the wealth management industry, enables Tellco to give its clients, investment advisors, and portfolio managers access to additiv’s orchestration platform and extensive ecosystem. By utilising additiv’s Hybrid Wealth Manager, Tellco will offer a ‘hybrid’ selection of full investment services via a SaaS model, enabling clients to be advisor assisted, use self-service solutions, or a combination of the two.  

Managing client assets of around CHF 7.4 billion, Tellco has grown from a provider of SME pension fund solutions to a comprehensive financial services provider within the pension, investment, and real estate sectors with its own banking licence. The move supports the growing trend for embedded financial products within the wealth management sector - offering wealth management solutions as part of context-relevant user journeys, utilising an Open API structure to connect to partners and clients within an extensive financial ecosystem. 

Free Headlines in your E-mail

Every day we send out a free e-mail with the most important headlines of the last 24 hours.

Subscribe now

Keywords: partnership, product launch, wealth management, banking licence
Categories: Banking & Fintech | Payments General
Countries: Switzerland
This article is part of category

Banking & Fintech