INSTITUTIONAL SOLUTIONS FOR PROFESSIONAL INVESTORS

We offer comprehensive tailored services and web solutions to overcome the current and future challenges in the financial markets
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ADDFIN WEALTH

A modern tool for wealth managers

Web solutions to overcome current and future challenges in the financial markets.

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ADDFIN SERVICES

We offer a services and solutions for wealth managers.
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ADDFIN is a business solution for professional investors who seek to benefit and leverage on the full potential offered by digitalization and information technology in order to standardize the workflow, processes and procedures.

Gain comfort with legal and regulatory affairs, increase the range and quality of the services provided the clients, reduce costs while increasing efficiencies and enable monitoring, control and decision taking capabilities in the organizations.

 

The ADDFIN Platform

We count with a 360° platform approach to serve all possible needs on todays complex scenarios.

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The ADDFIN Application an intuitive web-based service solution for professional investors, that expect an institutional standard through their entire investment and working process.

 

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Addfin Services supports the professional investors in the management and implementation of the daily workflow.

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Addfin Circle is an exclusive online community created for professional investors worldwide.

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Addfin Academy delivers profound, up-to-date knowledge transfer that professional investors need in this dynamic environment.

«Best Institutional Practice» initiative

The BIP initiative aims to establish a new industry wide standard for the professional asset management. The initiates believe that the financial industry can only work with transparency, independency and professionalism.

The aim is to establish a procedure and certification of approval for the professional asset management to enable the market participants choose providers that meets these requirements.

ADDFIN will work closely with the government, regulators and other market participants to create an association and establish a better and stable structure for the financial industry.

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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.

Some features

  • CRM & office Management
  • Client onBoarding
  • Portfolio Management
  • Financial Information (SIX)
  • Regulatory Compliance
  • Investment Compliance
ADDFIN Wealth is trully intuitive. I can manage my business now on the go and have become more efficient. Rob Prior

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Addfin Circle is an exclusive online community created for professional investors worldwide. Addfin Circle allows users to present, communicate and exchange know-how, ideas and solutions with other professional investors as well as with groups of high-end financial service experts.

Addfin Circle also helps users to benefit from aggregated purchase power and ultimately from the possibility of cost reduction.

 

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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 Services..

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Compliance services

Your compliance outsourcing partner >

Risk management

You take care of your clients, we evaluate your risk exposure and deliver you up-to date information  >

Executive management

Need legal services? Advisory boards? Contact us >

Addfin Service provides an optimal functional structure so that the responsibility and duties of the board, executive management, compliance & risk management and portfolio management can be performed independently and according to the highest regulatory and legal standards.

The ideal outsourcing partner, modular and user-friendly all driven by your needs

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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.

An up-to-date and focused education and learning strategy is the key element of Addfin Academy and ensures that you stay on top of the challenges and opportunities that the financial industry and markets can offer.

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Contact us for more information

Tel: +41 44 520 38 30

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