AGDelta knows banking

and knows what banking will be in the future

because AGDelta is creating that future today.

live in tomorrow

Contact us

AGDelta knows banking

and knows what banking will be in the future

because AGDelta is creating that future today.

live in tomorrow

Contact us

AGDelta knows banking

and knows what banking will be in the future

because AGDelta is creating that future today.

live in tomorrow

Contact us

AGDelta knows banking

and knows what banking will be in the future

because AGDelta is creating that future today.

live in tomorrow

Contact us

AGDelta knows banking

and knows what banking will be in the future

because AGDelta is creating that future today.

live in tomorrow

Contact us

AGDelta knows banking

and knows what banking will be in the future

because AGDelta is creating that future today.

live in tomorrow

Contact us

AGDelta knows banking

and knows what banking will be in the future

because AGDelta is creating that future today.

live in tomorrow

Contact us

The B2B2C supply chain across all financial

investment products is broken today

Existing systems can’t help

Customer

Competition for customers is putting pressure on margins
  • Highest portfolio returns
  • Best choice
  • Best price

Wealth Advisor

Compliance costs to service customers are rising rapidly
  • Suitable products for clients
  • Suitable product ideas
  • Entire portfolio picture across all products & asset classes

Buy-Side Dealer

Volume overwhelming due to manual processes
  • No more excel sheets
  • Easy view on all orders/trades for all products
  • Greater effectiveness

Sell-Side Counterparty

No standardized connectivity to Private Banks
  • 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

Z

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
Compliance alerts
Event notification
Campaign management
Client activities report
View/search product catalogue

Dealing & Execution

Order management and execution

Best price execution
Multi asset blotter tracking
Advisor order routing
Compliance alerts
Event notification
Bulk order execution
Manage products
Broker performance
Custom reports

Managers

Productivity reports
Front office
Compliance alerts
Statistics
Custom reports
Client analysis

Middle & Back Office

Allocation
Manage products
Trade execution reports
Booking allocation reports
Statistics

Run reports

ARCHITECTURE

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.

Click to enlarge

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?

 

BE SMARTER

BE FAST

BE ACCURATE

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:

 

SEAMLESS ENGAGEMENT

why leave your clients with questions?

 

when you can lead with answers?

 

BE CONSTRUCTIVE

BE ENGAGING

BE INFORMED

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?

 

BE EFFICIENT

BE SYSTEMATIC

BE DECISIVE

Ready? Let's work together

Picture2

Singapore: +65 6486-5888

Hong Kong: +852 2989-6538

Picture1