Asset Manager ATRAM Taps additiv to Digitise Its Wealth Management Platformby Fintech News Philippines July 22, 2022
ATRAM Trust Corporation (ATRAM), an independent asset and wealth manager in the Philippines, announced that it has signed a strategic partnership with global wealthtech platform provider additiv.
The strategic partnership will enable ATRAM to digitise their wealth management platform that is scheduled to be launched this year.
ATRAM’s new digital wealth management platform will utilise additiv’s orchestration engine DFS® to launch personalised wealth and investment services.
The asset manager said that the fully digitised solution will offer ATRAM’s high net worth (HNW) customers easy and efficient access to innovative advisory services supported by ATRAM relationship managers, facilitating a seamless client-advisor collaboration.
ATRAM added that it will offer access to a range of tools including the ability to set up personal wealth goals and to determine bespoke scenarios to ensure optimum investment decisions, all while minimising investment risk.
The digital platform will also allow ATRAM institutional and corporate customers to have an instant 360 view of their investments.
ATRAM plans to make a sandbox available to its partners that will allow development and integration of innovative products.
Deanno Basas, President and Managing Director at ATRAM Trust Corporation said,
“To maintain our position as the leading independent asset manager, it is essential to be ready for the digital economy.
By partnering with additiv, with its highly intuitive and engaging wealth platform, we can truly fulfil the needs of our relationship managers, customers as well as distribution partners, enhancing growth through focused digital financial solutions, and achieving wealth inclusion in the Philippines market.”
Pieter Zylstra, General Manager APAC at additiv said,
”Our platform enables ATRAM to exceed the Philippines’ need for a fully digital wealth management service and to become the market leader in the emerging Wealth-Management-as-a-Service (WmaaS) industry.
Delivered in the Microsoft Azure cloud, through a SaaS model, these end-to-end financial services can now be offered in the most cost-efficient way.”