Independent Investment Advisory

Independent Investment Advisory

As a boutique IFA the need to compete with “larger financial institutions” requires your financial advisors to provide tailored solutions to distinguish from the competition.

Traditional investment product platforms for IFA's have typically been fund based however in the current investment climate, clients require greater diversity of choice than just Unit Trusts and Mutual funds.

AG|Capital provides IFA's, a build for purpose product platform to access all investment products in the market today through online channels.

With AG|Capital the IFA can connect to multiple partner product manufacturers to provide their clients with a wide range of choice to compete head-on with the international banks.

 

 

About AG|Delta

AG|Delta offers  Electronic Dealing, Client & Portfolio Centric Software Solutions  to the Private Wealth Management industry. Headquartered in Singapore with offices across Asia Pacific, we are a recognized innovator in financial technology .

Our clients are many of the fastest growing global and regional financial institutions in the world. They are using our flagship solution AG|Capital - to fast-track building a world-class wealth platform to better support their Wealth Managers & empower their customers. Through AG|Capital's increasing network of investment product & liquidity providers, our clients are able to achieve great strides in achieving business automation and a truly open architecture business platform to grow Assets Under Management & Revenues in a sustainable fashion.

AG|Delta's achievements include being recognized as a Top  E-Commerce & Client Interface Solution Provider in the Structured Products Global Survey for the last 3 years running as well as recently receiving the prestigious Red Herring Asia 100 VC award.

For more about the AG|Delta story click here.