Fast-track your digital transformation
Satisfy Clients
Edge Out Competitors

User friendly platform
Meet the future of client engagement.
ADDX’s fintech platform is built around the unique asset management needs of modern advisors and HNWIs.
Clients can:
- • Seamlessly browse investments, track their portfolios and stay in the loop
- • Acknowledge updates or send documents digitally
Asset managers can:
- • Choose what clients can see or interact with

Omni-present advisor view
View client portfolios on the go.
In-built tools and dynamic dashboards help you build relationships as well as portfolios.
- • Oversee client profiles, transactions and portfolios
- • Capture real-time client data you can use to provide a better service
- • Automate actions throughout the client journey for a seamless feel

Effortless integration
Make it yours.
ADDX integrates seamlessly into your client offering, so you can give your clients the service they’re used to - but better.
- • Connect to your existing software and other fintech platforms with secure APIs
- • Professional support from our experts on call
- • Regular platform improvements keep you current
Learn more about how we can power your private market business
Built for institutional-level investing
Hear from our clients
Need more?
See how ADDX helps you grow your Wealth Management business:

Curated Investments
Pick from our experts’ top-rated products across a range of industries.
Ready to boost your digital capabilities?
Let us walk you through ADDX's cutting-edge technology.
Frequently asked questions
Still have questions?
We’re always happy to help. Get in touch with us, and we’ll get an ADDX representative to connect with you.
Source: Capgemini World Wealth Report 2021