This initiative reflects BPI's ongoing commitment to digitalization and its mission to deliver customer-focused solutions.
By integrating advanced technology with the expertise of BPI’s relationship managers and investment specialists, the platform combines digital convenience with personalized financial guidance.
“BPI Wealth Online allows BPI Gold clients to experience next-level wealth management, with full visibility and control of their portfolios across BPI and its subsidiaries. In collaboration with their relationship manager, they can fine-tune investments and steer their finances towards the future they envision,” said Maria Cristina “Ginbee” L. Go, BPI head of consumer banking.
The platform provides a 360-degree overview of holdings, visualizes portfolio distribution by asset class and currency, and offers actionable insights for recalibration. Clients can subscribe to or redeem funds while also securely communicating with their relationship managers for real-time adjustments.
Fitzgerald Chee, head of consumer platforms, highlighted that BPI Wealth Online underscores the bank’s role as a trusted financial advisor, helping clients optimize their wealth while focusing on their life goals.
