Customer case study
Tailored for high-net-worth individuals and institutional clients, ATRAM’s Wealth360 showcases their dedication to adaptability and innovation in the dynamic Philippine financial markets, enhancing investment experience and streamlining processes. This case study produced by leading fintech research firm IBS Intelligence explores the strategic partnership between additiv and ATRAM – the largest independent asset and wealth manager in the Philippines – which led to the project being named the Best Wealth Management & Private Banking Implementation at the IBSi Global Fintech Innovation Awards 2023.
The business impact
Since the launch of Wealth360, ATRAM has achieved significant operating and servicing benefits, including:
Best-in-class
intelligent and customizable advisory tools for tailored investment guidance.
Industry leading
operational efficiency with streamlined onboarding, order handling automation, and immediate trade confirmations.
97%
growth in ATRAM’s AuM from 2022 to 2023.
“Wealth 360 revolutionizes wealth management and reflects ATRAM’s commitment to innovation and client-centric solutions, giving the best to our customers and strengthening our position in the market. We look forward to further advancing digital wealth and asset management alongside our partner, additiv.”
Mr. Deanno Basas – Chief Executive Officer, ATRAM Group
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