• Bringing professional investment advice to mass investors – professional investment advice, once reserved for HNWIs, is now accessible to retail and mass affluent investors through model portfolios.
• Seamless integration for financial institutions – banks and advisors can embed model portfolio-based solutions such as robo-advice through additiv’s platform.
• Supporting Indonesia’s financial inclusion goals – the partnership aligns with Indonesia’s Capital Market Roadmap 2023-2027, expanding access to investment products.

Jakarta, Indonesia, February 17, 2025 – additiv, a leading global provider of digital solutions and platforms for the financial services industry, today announced a strategic partnership with PT Trimegah Asset Management (Trimegah AM), one of Indonesia’s largest asset management firms. This collaboration will transform the accessibility of professional investment advice by enabling banks, financial advisors and digital platforms across Indonesia to embed digital model portfolio solutions into their offerings, bringing wealth management to a wider audience.

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, reinforcing its commitment to modernising financial services and supporting the region’s Capital Market Roadmap 2023-2027.

Trimegah AM, a subsidiary of PT Trimegah Sekuritas Indonesia Tbk, 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.

Through this partnership, Trimegah AM will provide professionally managed investment solutions, enabling financial institutions to seamlessly incorporate them into their wealth management services, enhancing their offerings and delivering greater value to their clients. Key benefits include:

• Fully digital portfolio construction and rebalancing, ensuring that investments remain aligned with clients’ financial goals.
• Seamless integration of model portfolios into banks, financial advisors, and digital platforms, enabling mass adoption at scale.
• Compliance with OJK regulations, including required client approvals for portfolio adjustments.

Antony Dirga, President Director of PT Trimegah Asset Management, commented:
“By partnering with additiv, we are not only enhancing our digital investment capabilities, we are democratising access to expert investment advice. This collaboration 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 digitally scale their investment offerings. 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.”

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