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additiv and ATRAM Win Best Wealth Management & Private Banking Implementation Award by IBSi Global

Written by additiv,
Published on November 30, 2023

  • additiv, and ATRAM, have won the Best Wealth Management & Private Banking Implementation award for their joint development of Wealth360.

  • Wealth360, a groundbreaking digital wealth management platform set to improve advisor-client relations, marks a significant milestone in ATRAM’s digital evolution.

  • Built on additiv’s API-first cloud-based platform, Wealth360 introduces a Wealth-as-a-Service business model to the Philippine market.

Zurich, Switzerland, 30 November 2023:

additiv, a global leader in Fintech and embedded finance, is proud to announce its recent award for Best Wealth Management & Private Banking Implementation: Best Project Implementation, in partnership with ATRAM, the premier independent wealth and asset management firm in the Philippines. This prestigious recognition was awarded for the collaborative development and successful implementation of Wealth360, an innovative digital wealth management platform.

Wealth360 is a groundbreaking platform designed to empower ATRAM’s high net worth, corporate and institutional clients by providing a comprehensive and real-time view of their investment portfolios. The platform, which represents a significant leap in ATRAM’s digital transformation journey, offers clients, relationship managers, and independent wealth consultants an enhanced and seamless digital advisory experience. This pioneering digital solution in the Philippine market has successfully bridged the gap between clients and wealth managers, allowing for more informed financial decision-making and deeper client-advisor engagement.

Wealth360, built on top of additiv’s API-first cloud-based platform, is set to transform the wealth and asset management industry in the Philippines as it enables a Wealth-as-a-Service business model. Wealth-as-a-Service allows the convergence of previously siloed, channel specific wealth activity, like banking, investment, and insurance financial solutions. This brings together a customer focused value proposition, improving engagement with and uptake of financial products.

Nikhil Gokhale, Director – Research & Digital Properties at IBS Intelligence, said,

“Through a strategic partnership with additiv, ATRAM has elevated the wealth management experience, streamlining client onboarding, providing real-time performance data, and centralizing customer information. I would like to congratulate additiv for their win in the category, ”Best Wealth Management & Private Banking Implementation: Best Project Implementation.”

Mr. Deanno Basas, ATRAM Digital and Operations CEO, added,

 “This award celebrates our partnership’s success in revolutionizing wealth management with Wealth360. It reflects ATRAM’s commitment to innovation and client-centric solutions, solidifying our position as leaders in the Philippine market. We look forward to further advancing digital wealth and asset management alongside our partner, additiv.”

Pieter Zylstra, General Manager additiv APAC, said,

“We are incredibly honored to receive this award for Best Wealth Management & Private Banking Implementation. Our partnership with ATRAM has been pivotal in creating and successfully implementing our API-first cloud-based platform, Wealth360 and we are proud to receive this award together with ATRAM!”

END

 

About additiv

additiv enables leading financial institutions and brands globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. additiv’s API-first cloud platform is one of the world’s most powerful solutions in wealth management, lending, and insurance. The technology, together with the   global ecosystem of regulated financial service providers, opens new opportunities for banks, insurance companies, asset managers, IFAs but also ‘consumer brands’ to offer their own and third-party financial solutions quickly and flexibly via existing or new customer channels. Headquartered in Switzerland, with regional offices in Singapore, UAE, and Germany and 300 employees, additiv serves around 400 financial companies (banks, insurers, asset managers, pension providers, and IFAs) and brands globally.

www.additiv.com

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