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
Company Details
- Employees
- 2
- Founded
- -
- Address
- Gotthardstrasse 14, Zug,zg 6300,switzerland
- Phone
- 41 44 520 38 30
- in****@****fin.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- addfin.com
- Keywords
- Compliance Management, CRM, Investment Selection, Document Center, ADDFIN Circle, Product & Index Database, Wealth Management Services, Compliance Management, Portfolio Management, Financial Information, Financial Training.
- HQ
- Zug, ZG
Addfin Ag Questions
Addfin Ag's helpline number is 41 44 520 38 30
Addfin Ag's website is addfin.com
Addfin Ag's LinkedIn profile is https://ch.linkedin.com/company/addfin
Addfin Ag has
2 employees.
View email and phone details for 2
employees at Addfin Ag.
Addfin Ag's industry is
Financial Services
Addfin Ag's top competitors are
Vz Vermögenszentrum,
Arc Fourways Incorporated,
Benetics,
Addfin Accountants,
A2a Kopano Incorporated,
Jobcourier,
Blue Cloud Accounting,
Advoca Auditing,
Acculedgr,
Consult & Pepper Ag.
Addfin Ag's support email address is info@addfin.com
Addfin Ag's categories are Financial Services
Addfin Ag's founding year is 2014
