Customer case study

How additiv helped ATRAM transform Wealth Management in the Philippines​

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.

“Our customers really enjoy how we display their holdings’ status in the CommBank SmartWealth. The intuitive interface makes it easy for them to directly see their total assets and monitor their unrealized gain or loss.”

Mr. Deanno Basas – Chief Experience Officer, ATRAM Group

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