The B2B2C supply chain across all financial
investment products is broken today
Existing systems can’t help
- Highest portfolio returns
- Best choice
- Best price
- Suitable products for clients
- Suitable product ideas
- Entire portfolio picture across all products & asset classes
- No more excel sheets
- Easy view on all orders/trades for all products
- Greater effectiveness
- Sell products
- Effective access to Buy-side
- Low execution cost
Every industry benefits from supply chain automation
except financial services
AGDelta’s solution dramatically enhances collaboration and connectivity between Advisors, Dealers and Providers of investment products to:
Achieve a drastic reduction in costs through streamlining manual investment product processes
Improve the quality of investment advice through platform assisted targeted ideas , alerts & product access without losing the high human touch
Ease the compliance burden created by increasing regulatory compliance requirements
Our award winning solutions serve the entire Bank’s supply chain:
Front/Back/Middle Office, Compliance, Management, Admin, Operations…..
AGDelta key features tailored to the needs of each role and position
Advisors & RM’s
|Idea matching & distribution|
|Request for quote|
|Order management & execution|
|View client account / portfolio|
|Term sheet generation|
|Client activities report|
|View/search product catalogue|
Dealing & Execution
Order management and execution
|Best price execution|
|Multi asset blotter tracking|
|Advisor order routing|
|Bulk order execution|
Middle & Back Office
|Trade execution reports|
|Booking allocation reports|
The AG Delta solution incorporates a purpose built, state of the market application architecture allowing wealth services to be delivered across all markets, products and segments through a unified platform. The workflows, compliance rules and business policies are configured to the unique needs of each market for centralized administration and audit control. The AG Delta application architecture is designed to extend wealth service delivery through digital channels, allowing our customer to transition to the new era of Digital Banking.
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If you’re keeping RM’s and clients waiting by spending time on 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:
LOOK FORWARD TO GREATER EFFECTIVENESS
why waste time searching for the right opportunity?
when you can now find it instantly?
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:
why leave your clients with questions?
when you can lead with answers?
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:
LOOK FORWARD TO A MORE SEAMLESS WAY OF WORKING
why make clients wait?
when you can give them tailored information anywhere, anytime?