Wealth Management

Wealth Management

As you continue to accelerate the growth of your Affluent , Premium or Priority Banking business, it's vital that your accredited Financial Advisors are equipped with tools that build client credibility and empowers your teams to offer the right level of investment solutions for your Affluence Banking customers.

AG|Capital delivers a fully automated Investment Product Catalog with full transaction execution, request for quote capability, automated termsheets and client alerts. A 360 Degree view of your customer not only ensures your Client Advisors are empowered with real-time portfolio information, it also offers proactive portfolio investment recommendations on the go – through their Mobile and Tablet devices.

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.