welcome to tomorrow

Product Advisory & Execution Desks

why waste time searching
for the right opportunity

when you can now
find it instantly?

If you’re keeping RM's and clients waiting by spending time pricing requests and broker pricing grids, making manual trade executions and updating your blotters, our award-winning platform has the solution. It’s the first digital multi-product provider solution to create an amazing suggest-search-compare-quote-execute experience. Across the entire Pre-At-and-Post-Trade workflow, we enable your dealers and advisors to:

be smarter

Easily promote ideas and prices to client advisors and relationship managers, track demand and spot opportunities.

be fast

Quote & Execute within clicks and track ALL activities in real time.

be accurate

Automatically compare best prices across multiple (12*) global issuers


LOOK FORWARD TO GREATER EFFECTIVENESS.

Our innovative platform lets you cut through the clutter of time-consuming but necessary tasks, and allows you to do more with less with more positive RM and customer outcomes. For example, you can help you:

Client Advisors & Relationship Managers

why leave your clients
with questions

when you can lead
with answers?

We deliver a digital experience that will help you do more with less yet have your customers smiling about how on top of it all you are. We do this simply by ensuring you have the right information at the right time with clear call to action points with your customers and internal support staff online anywhere anytime. This means you can:

be constructive

Advise clients with suitable ideas and smart product solutions. Spend time on your clients, not on admin.

be engaging

Timely responses and qualified solutions not more questions and product pushing.

be informed

Live client alerts and ideas. Birds eye view of ALL customers with intuitive dashboards.


seamless engagement

Chances are that as a relationship manager or investment team member, you’re overwhelmed with emails, research and product ideas and compliance tasks, with no clear call to action for your clients. This makes it next to impossible to manage all clients proactively. We cut through the clutter by presenting you 24/7 calls to action linked to the right client opportunities and information across your entire client book. Your clients will feel you are seamlessly engaged and you can assist them realize the right opportunities with simple click quote trade across a truly open wealth architecture with a panel of leading global providers.

Mobility

why make clients wait

when you can give them tailored
Information anywhere, anytime?

In your role, chances are you spend at least half of your valuable time dealing with tasks like administration and compliance and trying to link the right product information to the right customers rather than focusing on growing your business. Our digital wealth platform will help you work smarter by putting you in control of your customers online, anywhere, anytime. This means you can:

be efficient

Always find the best client opportunities at the best price.

be systematic

Engage clients by Giving them personally tailored information instantly.

be decisive

Offer client the right ideas and the right product solution at the right time.


LOOK FORWARD TO A MORE SEAMLESS WAY OF WORKING.

Our platform will not only help you develop and maintain long term client relationships over all aspects of wealth management strategies and solutions, but it will allow you to work smoothly through necessary tasks and processes. You will be able to:

AGDelta was founded in 2004 on the premise that financial innovation was outpacing the business operations adaptability to change. The founders of AGDelta, Andrew Au & Lawrence Grinceri having worked with global leaders in Banking - Financial Services , Technology & Consulting, saw the greatest limitation to achieving a breakthrough in business performance were legacy IT environments architected to support business silos defined by regions and product lines.

Headquartered in Singapore with offices across Asia Pacific, from low touch multi dealer multi product electronic dealing, to high touch client advisor mobility and workbench tools, AGDelta helps some of the fastest growing wealth financial service providers achieve a rare combination of scalable revenue growth, streamlined efficiency, robust compliance controls and enhanced banker-client experiences.

Our award winning solutions are designed to revolutionize the way investment product solutions, solution ideas and customer requirements are handled online anywhere anytime across multiple providers, channels, regulatory domains and clients segments by wealth managers, product and investment professionals and end customers.

Our Team

 

Each of our management team and advisory board members has extensive experience within their areas of expertise, collectively covering a broad spectrum of the financial services business and technical domain.

Management

Andrew Au
Chief Executive Officer

Lawrence Grinceri
Chief Operating Officer

Robert Saly
Chief Product Officer

Mok Chung Wing
Chief Technology Officer

Ray Wong
Head of Innovation

Simon Wong
Head of Sales APAC

Advisory

Michael Syn
Head of Derivatives (Singapore Exchange)

Steven Collins
Corporate Governance & Distribution Channels

Tan Lee Nah
Wealth Management

Chew Sutat
Electronic Dealing Channels Networks

Awards & Recognition

AGDelta, a leading provider of wealth management platform solutions in Asia, won Best Front Office Solution at the 2014 WealthBriefing Asia Hong Kong on June 5.

AGDelta, a leading provider of wealth management platform solutions in Asia, won Best Front Office Solution at the 2014 WealthBriefing Asia Singapore on May 29.

AGDelta won Best Wealth Management Platform in Greater China at 2014 Private Banker International 6th Annual Greater China Wealth Awards on May 28th in Hong Kong.

At the Private Banker International (PBI) Global Wealth Summit 2013 on October 11, AGDelta, a leading provider of digital wealth management solutions, was honoured in the Wealth Management Technology Offering Award Category.

AG|Delta, was honoured with the ‘Best Wealth Management Technology Offering’ at the inaugural WealthBriefingAsia 2013 Awards in Singapore attended by over 250 industry luminaries. The WealthBriefing Asia 2013 Awards were designed to recognize companies that have demonstrated innovation and excellence during 2012 for global private banking and wealth management.

AG Delta was recognized as a Top Solutions Provider in the Client /E-Commerce Category in the Inaugural Structured Products Industry Technology Survey conducted by Incisive Media. This is the 4th year in a row AG|Delta has been recognised for this award.

AG Delta was awarded a top finalist in the annual Red Herring Global 100 VC awards. Red Herring editors were among the first to recognize that companies such as Facebook, Twitter, Google, Yahoo, Skype, Salesforce.com, YouTube, and eBay would change the way we live and work. This nomination comes off the back of AG|Delta winning the Red Herring Asia 100 VC Award in 2010.

AG Delta was recognized as a Top Solutions Provider in the Client /E-Commerce Category in the Inaugural Structured Products Industry Technology Survey conducted by Incisive Media. This is the 3rd year in a row AG|Delta has been recognised for this award.

AG Delta wins the annual Red Herring Asia 100 award. Red Herring’s Top 100 Asia list has become a mark of distinction for identifying promising companies and entrepreneurs. Red Herring editors were among the first to recognize that companies such as Facebook, Twitter, Google and eBay would change the way we live and work.

AG Delta was recognized as the No.1 Solutions Provider in the Client /E-Commerce Category and a top ranking in the overall Structured Products Technology Vendor category. AG Delta beat out Sungard's GL Trade and Barclays Barx platform in the annual industry survey.

AG Delta was recognized as a Top Solutions Provider in the Client /E-Commerce Category in the Inaugural Structured Products Industry Technology Survey conducted by Incisive Media. In addition to AGDelta, Sungard and Bloomberg completed the Top 3 Award Winners.

AG Delta was recognized as one of the Top 10 Emerging Enterprises in Singapore. The inaugural Emerging Enterprises Awards 2008 were presented by Mr Lee Yi Shyan, Minister of State for Trade and Industry.

News

August 2014

Source by: Structured Retailed Products

The SP supply chain in APAC is not well connected

Multi-issuer platforms have become a trendy subject in the structured products market in light of an increasing number of launches and head count expansion of a number of leading names in the APAC region. Andrew Au, chief executive officer of AG Delta, talks about the latest developments in the financial e-commerce space and how market participants should position themselves to capitalise on the changing distribution landscape driven by automation.

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July 2014

Source by: FDI China

Disrupting the Status Quo with the AGDelta Platform

In this interview, CEO of AG Delta, Andrew Au talks about the latest developments in the industry and how the AGDelta platform is positioned to disrupt the Status Quo.

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July 2014

Source by: FDI China

Technology in Private Banking

Today,Technology plays a bigger role in Wealth Management Industry to improve business methodology. However, there is a risk that technology may be over-relied upon. The importance of maintaining a balance between traditional methods and modern convenience is of primary concern for the future C.E.O. Financial hears opinions from a number of the leading providers of wealth management software.

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July 2014

Source by: FDI China

The New Digital E-Commerce Paradigm for Wealth Management

The way in which buyers interact with vendors and compare prices has changed fundamentally with the dawn of e-commerce, social media, crowdsourcing and big data. Andrew Au, CEO of AGDelta explains this further by drawing a parallel between the disruptive technologies and what is currently happening at the nexus of wealth management and technology in Asia.

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June 2014

Source by: Hubbis

COO interview: Creating a digital Ecosystem for Wealth Management

COO of AGDelta articulates the process of creating relevant digital platforms, and explains AGDelta's role as a catalyst for reform within wealth management.

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March 2014

Source by: Asian Private Banker

Battleground Asia: Technology providers fight for dominance

A battle almost as insistent as the ones private banks are waging over costs is being fought amongst technology providers – any one of which could well hold the key to increased revenues as well as efficiencies for their clients. As each of them tries to plant their flag on the region’s many private banks, the industry asks: which player will emerge as the winner?

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Media

Creating a digital ecosystem for wealth management

Lawrence Grinceri of AG Delta articulates the process of creating relevant digital platforms, and explains their role as a catalyst for reform within wealth management.

Interview Questions
  • Digital disruption in wealth – where is it heading?
  • How will clients interact with their wealth managers in the future?)
  • What capabilities do banks need to operate within this new environment

How banking technology is shaping wealth management

Andrew Au of AG Delta discusses the application of banking technologies in wealth management today, and the impact of "Generation Y" bankers on the client experience of the future.

Interview Questions
  • How is technology generally being used in wealth management today?
  • How do bankers use front-end tools more specifically?
  • What is meant by low-touch and high-touch?
  • Do you have any examples of this?
  • With a greater influx of "Generation Y" bankers - what does this mean for the client experience of the future?
  • How will technology fundamentally change the advisory offering?
  • What will be the biggest technology-led game-changers over the next 5 to 10 years in wealth management?

AGDelta CEO Interview to discuss wealth investment product trends in 2013

Speaking at the Hubbis Asian Wealth Management Forum 2013 in Hong Kong in late February - Andrew Au of AG Delta looks at how firms can meet industry and product-related challenges using various tools.

Interview Questions
  • What are some of the key trends you are seeing in 2013?
  • Do you think these changes will be sustainable?
  • What does all this mean for AG Delta?
  • What opportunities does this create for wealth management organisations?

Timely realisation of client opportunities through technology -
An interview with Andrew Au

Andrew Au of AG Delta explains how wealth managers can process vast amounts of data by using technology and software to provide timely and relevant investment solutions for clients - and also highlights some of the firm's goals in 2013.

Interview Questions
  • What are some of the issues that your clients and prospects in the industry face at the moment?
  • Can you share some examples of this?
  • It's been 10 years since you founded AG Delta. What are some of your priorities this year?

Careers

AG Delta is simply looking for the best people to work with us! Come and propel your career to new heights.

These roles will be based either in our Singapore or Hong Kong locations.

VISUAL PRODUCT DESIGNER

Role Outline

We are looking for passionate individuals who want to create the best solution in the wealth management industry using latest technologies.

This role will be involved in every aspect of design process, from concept development to inspecting pixels just before launch. You will rely on a full range of design skills from interaction design to product design to visual design.

This role represents design on multidisciplinary project teams, working with product managers, and developers.

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PRODUCT DESIGNER

Role Outline

We are looking for passionate individuals who want to create the best solution in the wealth management industry using latest technologies.

This role is at the frontier of pushing the boundaries of our product. Doing product design both in the office and actively meeting forward thinkers in the industry, to extend our product capabilities in rapid pace through prototyping and experimenting.

The Product Designer will work closely with the product management, team, Product BA’s and the CPO, to get all the inputs and knowledge required in his/her projects, and in turn provide critical inputs into the regular design & product delivery process.

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SENIOR JAVA SOFTWARE DEVELOPER

Role Outline

We are looking for a Java Software Developer to join our software development team in Singapore, to work on both core product development, and customization implementation.

You will be working with the other members of the development team in collocation with our business analysts and product team.

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Singapore

1 Fusionopolis Walk
#04-04 South Tower
Solaris Singapore 138628

T: +65 6486 5888
F: +65 6777 0169

Hong Kong

Unit 1707, 17th Floor
Tai Yau Building
181 Johnston Road
Wanchai, Hong Kong

T: +852 2989 6538

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