AG|Delta

AG|Delta

AG Delta logo

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.

Click here to view the directory listing in PDF format.

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