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.
«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.
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.
- 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.Peter Hegglin
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..
Compliance servicesYour compliance outsourcing partner >
Risk managementYou take care of your clients, we evaluate your risk exposure and deliver you up-to date information >
Executive managementNeed 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