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:


intelligent and customizable advisory tools for tailored investment guidance.


operational efficiency with streamlined onboarding, order handling automation, and immediate trade confirmations.


growth in ATRAM’s AuM from 2022 to 2023.

Download the case study

Fill out the form below to access the IBSi case study on the partnership between additiv and ATRAM.

"*" indicates required fields