additiv AG
AI-Powered Financial Planning for Swiss Retirement
Industry
Fintech / InsurTech
We built 360 Life Planner from the ground up for additiv AG – an AI-powered financial planning platform that transforms complex Swiss pension data into clear, actionable retirement plans. The platform guides both advisors and clients through document upload, intelligent data extraction, and personalized retirement simulations.
The Problem
Swiss retirement planning is notoriously complex. Clients struggle to understand their pension statements, advisors spend hours manually extracting data from documents, and the gap between understanding and action remains wide. Traditional planning tools are technical, impersonal, and fail to connect the dots between Pillars 1, 2, and 3a – leaving both clients and advisors overwhelmed.
The Solution
We created an AI-powered platform with intelligent OCR that extracts 18+ key data fields from pension documents in seconds. The interactive planning dashboard shows real-time retirement simulations across all Swiss pillars, with clear visualizations of funding ratios and coverage gaps. Personalized next-best-action recommendations guide users toward optimal decisions, while seamless video call integration enables advisors to walk clients through their plans.
