About Addfin?

Addfin is an online secured platform that helps you to structure and manage your office, wealth management and client relations from anywhere. It offers a wide range of modules and core solutions which can be activated individually. This platform enables structuring of the overall investment process that is provided to professional investors.

SOLUTION FOR...

Addfin’s main focus is to provide a platform for professional investors which covers the
whole investment process using an integrated approach which includes each
decision‑making aspect. Addfin covers a wide range of users such as legal entities or
individuals. Everyone who is involved in the investment industry can expect the support
of Addfin with the highest standards of practice when dealing with and handling the
wealth-related challenges of the present and of the future.

INDEPENDENT FINANCIAL ADVISORS

The complexity and demands in terms of time and cost in the regulatory area for IFAs have increased dramatically over recent years. It has become increasingly important to correctly document the services and activities of an IFA. This is just one area where Addfin can provide specific compliance solutions that meet today’s requirements and also identify upcoming hurdles for IFAs.

FINANCIAL SERVICE EXPERTS

Addfin gives tax experts, legal advisers, accounting firms, investment firms, asset management firms and banks a platform for showcasing their core competences and interacting with a group of professional investors. Addfin also facilitates the exchange of specific investment needs through a dedicated online community channel.

INSTITUTIONAL INVESTORS

Corporate governance is essential for institutional investors. Consistent and transparent monitoring and documentation of the overall decision-making process is the main issue. Addfin delivers best institutional practice in the areas of cost transparency, independent investment selection and portfolio allocation monitoring/reporting issues.

 

Family office

Consulting and managing the different needs of a family make this business service highly complex.  Monitoring and reporting are key for analysis and acting professionally. Addfin offers solutions for tackling these requirements and enables the consolidation of wealth allocation and close monitoring of investment decisions.

PRIVATE INVESTORS

Addfin offers private investors a powerful tool for managing their wealth and finding interesting new investment ideas which fit to their investment objectives and constraints.

SMALL BANKS

Addfin offers services to support small banks in all aspects of management. We help to implement client relation management tools including the structuring of advice, sales and monitoring processes in an unique and integrated fashion.

Solutions that

Helps to simplify the office
management tasks

… Addfin can help

Supports the efficient and safe handling of all documents 

... Addfin can help

Provides investment decisions that
are based on best institutional practice

... Addfin can help

Opens up the opportunity to interact
and exchange with a dedicated community

... Addfin can help

Enables you to keep up to date with the required education and training

... Addfin can help

Manages your client relationships and business development on a day-to-day

... Addfin can help

The Addfin platform

The Addfin Platform is the base for all activity with Addfin. The user interacts
on the platform in a unique and innovative way.

The Addfin Portal is the gateway to Addfin’s different solutions. The portal can be customized with the information and headlines that the user identifies according to their individual needs.

The Addfin Application consists of a core and modules. Each module can be activated separately. The core builds the basis for each activity that the user wants to perform. Each module has a unique and dedicated purpose to support the professional investor in their working process.

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.

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.

Main Features

Each component provides a specific purpose within the overall process of wealth management. Explore the different aspects and get insights as to how Addfin can help you to achieve your goals.

CMM – Compliance Management

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CMM – Compliance Management
ISM – Investment Selection

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ISM – Investment Selection
CRM – Client Relation Management

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CRM – Client Relation Management
DM – Data Management

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DM – Data Management
DC – Document Center

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DC – Document Center
Circle

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Circle
Academy

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Academy

Contact

Contact us under: info@addfin.com or +41 44 5009856 for more information.

ADDFIN AG
Baarerstr. 14
6300 Zug
Switzerland