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:
Easily promote ideas and prices to client advisors and relationship managers, track demand and spot opportunities.
Quote & Execute within clicks and track ALL activities in real time.
Automatically compare best prices across multiple (12*) global issuers
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:
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:
Advise clients with suitable ideas and smart product solutions. Spend time on your clients, not on admin.
Timely responses and qualified solutions not more questions and product pushing.
Live client alerts and ideas. Birds eye view of ALL customers with intuitive dashboards.
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.
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:
Always find the best client opportunities at the best price.
Engage clients by Giving them personally tailored information instantly.
Offer client the right ideas and the right product solution at the right time.
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.
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.
Chief Executive Officer
Chief Operating Officer
Chief Product Officer
Mok Chung Wing
Chief Technology Officer
Head of Innovation
Head of Sales APAC
Head of Derivatives (Singapore Exchange)
Corporate Governance & Distribution Channels
Tan Lee Nah
Electronic Dealing Channels Networks
AGDelta, a leading provider of wealth management platform solutions (DealStation) in Asia, won the awards for “Best Multi-Issuer Platform” and “Most Innovative E-commerce Platform” at the Asia-Pacific Structured Products and Derivatives Awards 2014 on September 17th in Hong Kong
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.
Structured Retail Products recognizes companies that have demonstrated innovation and excellence in the fields of Multi Issuer Platforms for Structured Products and E-Commerce. "The awards were judged after an objective survey conducted by "Structured Retail Products" with over 660 buy side and sell side respondents in the industry including heads of businesses actively involved in structured products within Asia-Pacific. The results were evaluated on the merits of respondent votes and inputs for each of the 28 award categories including Best Technology Provider, Most Innovative E-Commerce Platform, Best Single-Issuer Platform, and Best Multi-Issuer Platform".Read More
"We are honoured to continue this level of industry recognition for our digital wealth platform. It reinforces our goal of not only being the best Multi-Issuer Platform in Asia, but the most effective one." said Andrew Au, Chief Executive Officer at AGDelta.
It is a huge privilege to embrace the Award for best Multi-Issuer Platform in Asia given the illustrious competition we’ve had in that category. (e.g. Vontobel, Fin-IQ etc). It demonstrates our vision and know-how of the competitive landscape and the anticipation of where the demands and trends are going. Hence ‘live in tomorrow. "Rob Saly - Chief Product Officer" at AGDelta added.Read PDF
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.Read PDF
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.Read PDF
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.Read PDF
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.Read PDF
COO of AGDelta articulates the process of creating relevant digital platforms, and explains AGDelta's role as a catalyst for reform within wealth management.Read PDF
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?Read PDF
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