additiv provides innovative wealth management value propositions such as goal-oriented investments, retirement, and pension planning, personalized discretionary portfolio management and investment advisory solutions. These offerings are seamlessly integrated with banking, credit, and insurance solutions to give clients a comprehensive financial experience tailored to their needs.
Our joint offering allows us to integrate their solutions efficiently with downstream platforms. As the system integrator, we manage all the necessary connections to ensure complete compatibility with clients’ existing infrastructure. We also handle the implementation of additiv's no/low-code wealth management solution, focusing on configuration and API integration to ensure smooth operations. In addition, we provide cloud hosting services, with Azure as the primary platform for the solution, though we also support deployment.
additiv’s wealth management solution allows them to offer:
End-to-end wealth management on one platform
Seamlessly manage the full lifecycle of wealth management on a single platform — from prospecting and onboarding to financial planning, portfolio and risk management, and ongoing client servicing.
Integrated, regulated service providers
Clients can combine their own services with trusted, regulated providers that are fully integrated into the platform. This allows for a fast time to market and a growing range of offerings for clients.
Increased productivity and better decision-making
Give advisors and portfolio managers the tools they need to work more efficiently and make smarter decisions. This includes a wide selection of services and productivity tools that enhance client relationships and advice across all channels.
Exceptional client experience
Offer end clients user-friendly tools to manage their personalized investment portfolios, whether they prefer to do it independently or work alongside their advisors.
The additiv platform provides an API driven orchestration layer that makes it easy to integrate into back/middle office systems:
When you combine our 45+ years of industry experience with additiv’s 25+ years, you have an impressive sum of trusted experience in wealth management across the globe. Get in touch with one of our experts today to give you an insight into what’s possible with DXC Luxoft and additiv.
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