PARTNERS

Do what you know best and get together with others who think the same way. Addfin cooperates with a limited number of strategic partners to provide you with the optimal combination of professionalism, commitment and skill. Please find out more about our partners here:

FUNDINFO AG


Fund information provider

fundinfo AG
Staffelstrasse 12
Postfach
8045 Zürich
Switzerland
Tel: +41 44 286 91 00
https://www.fundinfo.com

INVESTMENT NAVIGATOR

Investment Navigator makes suitability accessible and understandable by offering banks, asset and wealth managers around the world modular technology-driven solutions as well as holistic consultancy services to add value to advisory and distribution processes. The company provides suitability guidance with regards to regulatory, tax, product, and offering management specific requirements and restrictions. Established in 2014, the privately-owned business is headquartered in Zurich. In a very short time, Investment Navigator has become the go-to address for suitability, driving the future of compliance and advisory.

Investment Navigator AG
Staffelstrasse 12, Postfach,
CH-8045 Zürich
Tel. +41 44 286 90 00
www.investmentnavigator.com

SIX FINANCIAL INFORMATION

SIX Financial Information is a leading global provider of first-rate data services and solutions for financial and insurance firms, corporations and the media. SIX Financial Information aggregates data, directly and in real-time, from over 1000 worldwide sources, covering all the major trading venues. Its financial information comprises reference data, corporate actions, pricing and market data for over 9 million securities and is unique in terms of information depth, breadth and structure. Financial news and customized solutions complement the offering. With offices in 24 countries SIX Financial Information combines the advantages of local presence with global reach to offer a comprehensive data portfolio along with industry knowledge for professionals specialized in investment advisory, portfolio management, financial analysis and securities administration.

SIX Financial Information is part of SIX. On a global scale, SIX offers first-rate services in the areas of securities trading, clearing and settlement, as well as financial market information and payment transactions. Further information is available at: www.six-financial-information.com

SIX Financial Information – Head Office Switzerland
Hardturmstrasse 201
Postfach 1521
8021 Zürich
T: +41 58 399 51 11
http://www.six-financial-information.com

SAVVY3 AG

savvy3 is an independent advisory boutique with a dedicated service focus on pricing excellence and client value management in the wealth management sector.

savvy3 AG
Erlenstrasse 141
8832 Wollerau
Switzerland
http://www.savvy3.ch

IR&M

Ineichen Research and Management is a research firm focusing on investment themes related to absolute returns and risk management

Ineichen Research and Management
Im Muesli 16
6315 Oberaegeri
Switzerland
+41 41 511 24 97
http://www.ineichen-rm.com

MIDIX.COM AG

Midix provide banking interfaces and portfolio management systems.

midix.com ag
Weinbergstrasse 47
CH-8006 Zurich
Phone: +41 44 252 76 76

http://www.midix.com