SIMPLIFIED WORKFLOW
Faster, simpler investing
Save your time on paperwork, due diligence and get straight to great investments.

Fully digital client onboarding
Onboard clients in minutes.
It’s easy to get started with ADDX, your clients can even do it on their own.
- • Desktop or mobile
- • Automated KYC/AML and other compliance checks
- • See progress and documents in real time

Client communications & management
Streamlined. Simplified.
Manage each client’s unique requirements through our easy-to-use dashboards.
- • Communicate with clients via email or mobile notifications
- • Tailor automatic updates to individual client preferences
- • In-platform client action or document collection requests

Digital asset administration
Powerful time-saving tools.
ADDX helps you deliver high-quality services at a fraction of the usual time and effort.
- • Secure asset safekeeping and management
- • In-platform cash and currency conversion
- • Data tracking and records maintenance
- • Automated asset/performance reporting and document generation

Optimized asset management
Full control.
We’ve redesigned the investing process around its greatest asset - the investor.
- • Transactions settle in minutes, not days
- • Invest or act on behalf of one, several or all clients
- • Streamlined pre- and post-trade compliance
- • Automated payouts and distributions
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.

Seamless User Experience
See why advisors, their clients, Global and Singapore investors love using ADDX.