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ADDFIN AG, the innovative Fintech solution provider for wealth managers and ResearchPool, the leading digital market place for investment research, announce a partnership to offer Wealth Managers the first digital solution combining web-based information and transaction platform and access to investment research
As a result of this agreement ADDFIN AG offers its clients the opportunity to complement the core units of CRM, Compliance, Portfolio and Document Management by allowing wealth managers direct access to huge range of all categories of investment research.
This new way to access financial research is responding to the new regulatory unbundling requirements imposed by MIFID II and applicable from January 2018.
Peter J. Hegglin, CEO of ADDFIN AG says “We are delighted that wealth managers using ADDFIN business solution can now connect to ResearchPool's impressive body of research content. This partnership illustrates our innovative and Fintech approach to meet the needs of professional investor community. Therefore, for us ResearchPool, ranked as one of the most active open and innovative platform on financial research, was a natural partner.”
Pedro Fernandes, co-founder and CEO of ResearchPool outlines “We are very happy to complement the ADDFIN services for wealth management. Access to all categories of investment research in a transparent and efficient way, meets the ADDFIN’s objective to give wealth managers the opportunity to process within each decision-making step with the best financial industry standard.
Effective immediately, via the asset management application ADDFINWEALTH Professional investors have access to +160 research providers and +300 K research papers (Equity, Credit, Technical Analysis, SRI).
