Private Banking

Private Banking

Your High Net Worth clients are sophisticated investors who require “on the move” solutions that will notify on investment opportunities of interest and allow self-directed transaction execution.

AG|Capital will ensure your Private Bankers can track movements in each client’s portfolio and automatically issue alerts on important events within each client’s portfolio or watchlist.

With a 360 Degree view of the investment portfolio, private bankers are able to receive proactive investment recommendations on the go through their PDA and mobile Tablet devices to deliver a superior level of service to their client’s than ever before.

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.