Addfin Ag

BEST INSTITUTIONAL SOLUTIONS FOR INDEPENDENT WEALTH MANAGERS ADDFINWEALTH - a tailormade wealth managament solution. ADDFIN offers acomprehensive tailored services and web solutions to overcome the current and future challenges in the financial markets ADDFINWEALTH is a business solution for professional investors like independent wealth managers who seek to benefit and leverage on the full potential offered by digitalization and information technology in order to standardize the workflow, processes and procedures. 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. ADDFINWEALTH helps you manage your office, your clients and grow your business, taking care of compliance out of the box. Some features CRM & office Management Client onBoarding Portfolio Management Financial Information Regulatory Compliance Investment Compliance