PostFinance, one of the leading retail financial institutions in Switzerland, and additiv, a leading SaaS provider to the wealth management industry, today announce the successful implementation of a new, 100% digital investment platform for PostFinance customers.
The platform supports four PostFinance investment solutions, which range from advisory and discretionary mandates to execution-only solutions. Utilising additiv’s market-leading Hybrid Wealth solution, the brand-new offering supports both self-service management as well as advisor-assisted interactions – all with a rich, immersive user experience.
The self-service element enables PostFinance clients to oversee and control their full investment portfolio, including ETFs and funds, through an intuitive tool. The feature rich functions include automated investing informed by PostFinance’s investment committee views, automated daily portfolio monitoring, automated rebalancing, investment proposals triggered through portfolio monitoring, as well as model scenarios using extensive data.
Where advisor-assisted, the solution has features that allow for strong engagement while also giving the advisor the tools to operate as efficiently and effectively as possible, such as instant proposal generation and ‘one-click’ consent management.
Daniel Mewes, Head of Investment Solutions of PostFinance said
“We are very pleased to offer our customers four digital investment solutions that support them in targeted, long-term asset accumulation. Thanks to innovative financial software from additiv, our customers benefit from simple, user-friendly access to the new services. Accounts can be opened simply in under 10 minutes, after which customers are free to manage their investments anywhere and anytime. This is an important step for PostFinance on its way to becoming a leader in digital investment management.”
Michael Stemmle, CEO of additiv said
“It has never been more important for wealth managers to offer a totally digital experience. This new digital offering from PostFinance provides the best digital servicing, allowing clients anytime, anywhere to access and control their investments themselves or in close collaboration with advisors. But it also combines this with comprehensive engagement and fulfillment capabilities, such as data-rich, interactive views of the positions and performance, personalized idea generation as well as one-click consent management for proposals. We are confident this solution will see strong uptake from the PostFinance customers and deliver massive customer success.”
Featured image: © PostFinance Ltd 2017, all rights reserved
