Wealth online anywhere, anytime
AG|Delta offers electronic dealing, client- and portfolio-centric software solutions to the private wealth management industry. Headquartered in Singapore, with offices across Asia-Pacific, AG|Delta is a recognised innovator in financial technology. Its clients are some of the fastest growing global and regional financial institutions in the region.
The AG|Capital™ solution
AG|Capital is an e-commerce solution to support the marketing, quoting and transaction execution of a broad spectrum of structured and traditional investment products across the corporate, wealth management and retail distribution sales channels.
Key benefits include:
- Rapid distribution and transaction of cross asset investment products through an e-commerce portal;
- Adherence to internal and regulatory policies pre and post sales;
- A growing high-volume business offering streamlined trade execution of structured and investment products; and
- Choice through an ‘open architecture’ or ‘proprietary products’ platform.
Key functional highlights include:
- A real-time transaction-enabled product catalogue to support click execution of trades or subscriptions;
- Automatic client-generated indicative term sheets and client confirmations;
- Best product provider execution capability to support an open architecture wealth model;
- A preferences-based search to enable client advisers to search for available investment products;
- Trade surveillance analytics to support ‘actual’ versus ‘quoted’ statistics to the client base;
- Online alerts and notification capabilities for key trade levels or life-cycle events;
- Point-of-sale compliance and controls to support robust selling practices of complex investment products; and
- White label and external client channel for self-directed wealth services and partner banks.
AG|Delta’s achievements include being recognised as a top e-commerce and client interface solution provider in the Structured Products Technology Rankings for the last three years, as well as receiving the prestigious Red Herring Asia 100 VC award.
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