The cockpit for your entire wealth.
ADDFIN unites portfolios, analytics, research and AI in one platform — built for wealth managers, family offices and demanding private investors. Fast, transparent, CHF-native.
One platform. Five professionals.
From family office to auditor — every role gets exactly the view it needs.
One fortune, many banks — one truth.
Consolidate accounts across banks and legal entities, with tax reporting and governance always under control.
Multi-client, without compliance risk.
Run many mandates in parallel — with a mandate guard, 4-eyes approval and audit-ready reporting.
Your own cockpit — with AI on board.
Manage your wealth like a pro: trade journal, news intelligence and a context-aware AI assistant.
Books & tax, cleanly reconciled.
Import camt.053, reconcile accounts and generate CH/LI tax reports in one click.
Full transparency, read-only.
Give boards and auditors secure read access — with a complete audit trail and clear statements.
The whole platform, organised by what you do.
~40 modules in 7 categories — structured exactly like the app navigation.
Dashboard
Consolidated view: value, P&L, allocation, top positions, cash reserve.
Performance
TWR & Modified-Dietz, period returns, value vs. capital, max drawdown.
Trend clock
Technical cycle analysis per position (U1–D3), phase distribution, alerts.
Data in motion.
Every metric visualised — dark-mode-optimised, interactive, in real time.
- Healthcare31%
- Financials26%
- Industrial19%
- Consumer Staples14%
- Cash10%
Research, news and AI —
built in.
A context-aware assistant powered by Anthropic Claude and Perplexity Sonar — it knows your page, your portfolio and the security you're looking at.
Streaming answers with history, context-aware across page, portfolio & security.
6 views, 9+ sources, sentiment & impact analysis of abnormal returns.
Investment cases with AI analysis, profile fit and PDF export.
Every decision with trigger & rationale, Buy/Sell dots on the curve.
Connected to the sources
that matter.
Market data, news, AI and infrastructure — with your own encrypted API keys.
Market data
News
Artificial intelligence
Infrastructure
Broker
Planned sources depend on the respective terms of use. API keys are stored encrypted with AES-256-GCM and stay in your hands.
Swiss family-office
quality — by design.
Governance is not an add-on. Roles, approvals and a complete audit trail are part of the architecture — from the first login to the tax report.
Two-factor (TOTP)
2FA via authenticator app on every account — built in, not bolted on.
Complete audit trail
Every action logged and exportable as CSV — audit-ready.
Row-level security
Data isolation at the database level (Postgres RLS) — per org and role.
Self-hosting / on-prem
Full data sovereignty — deployable on your own server.
Encrypted keys
Your own API keys, stored encrypted with AES-256-GCM.
4-eyes principle & roles
Owner, advisor, accountant, beneficiary, auditor — with per-portfolio rights.
AI, news, trade journal &
governance — in one.
How ADDFIN sets itself apart from the Swiss PMS market and from the status quo.
Illustrative classification by product category; individual vendors (e.g. Assetmax, Expersoft, Altoo, Qplix) vary in feature scope. Specific feature and brand states must be verified before publication.
Pricing on request.
Every structure is different. Choose the scope — we'll make you a tailored offer, including customisation.
Solo
Individual investors & entrepreneurs
Advisor
Independent wealth advisors
Family office
Family offices CH / LI
Enterprise
Banks & large structures