additiv & Trimegah AM team up to scale digital wealth solutions in Indonesia

By Gloria Methri

Swiss FinTech additiv has announced a strategic partnership with PT Trimegah Asset Management (Trimegah AM), one of Indonesia’s largest asset management firms.

This collaboration seeks to make professional investment advice more accessible by allowing banks, financial advisors, and digital platforms in Indonesia to integrate digital model portfolio solutions into their services.

With digital model portfolios, retail and mass affluent investors will gain access to professionally managed, diversified investment strategies tailored to their financial goals—something previously only available to high-net-worth individuals. The collaboration will enhance additiv’s Financial Services Platform with Trimegah AM’s expertise in managing investment portfolios, enabling financial institutions to seamlessly distribute and scale investment products in a cost-effective and compliant manner.

This partnership follows additiv’s recent expansion into Indonesia, marked by the opening of its new Jakarta office.

Trimegah AM has over 30 years of experience in the Indonesian capital markets. With a diverse range of investment products across asset classes including equity, balanced, fixed income, and money market funds, Trimegah AM is expanding its expertise to reach a broader range of clients through a digital-first platform, enhancing accessibility and engagement in the portfolio management landscape.

Antony Dirga, President Director of PT Trimegah Asset Management, said on the collaboration, “By partnering with additiv, we are not only enhancing our digital investment capabilities, but we are also democratising access to expert investment advice. This enables banks and financial advisors across Indonesia to provide their clients with well-structured and professionally managed model portfolios, helping them access diversified investment options tailored to their financial goals. In addition, we are actively contributing to Indonesia’s Capital Market Roadmap 2023-2027, supporting financial inclusion and empowering the next generation of investors.”

Anurag Pandey, General Manager and Head, Asia Pacific at additiv, stated, “Our platform is designed to enable asset managers like Trimegah AM to scale their investment offerings digitally. This partnership is an exciting step in accelerating the adoption of digital wealth solutions in Indonesia, a market poised for significant financial technology transformation. At additiv, we see Indonesia as a key market for digital financial growth. We are continuing to expand our offerings, including robo-advisory and retirement solutions, in partnership with asset managers. Our platform technology ensures these solutions are effectively delivered to institutions seeking to improve their client services.”