Electronic Trading

Electronic Trading

With a low interest rate environments experienced globally , increasing Non-Interest Revenues  (from Investment Product Sales) is at the forefront of all banks.  Utilising technologies to create more effective , efficient distribution channels is considered a key business enabler.

AG|Capital's electronic trading module contains the core essential business services required to support an electronic Distribution Channel solution for Retail Investment & Structured Products.

This is delivered via a functionally rich web based platform for Corporate Sales, Retail and Wealth Relationship Managers to liaise with clientele, external providers and our client's Investment Products desk for pre, at & post trade management.

Key functional highlights include:

  • real-time transaction enabled product catalog - to support 1 click execution of trades
  • automatic client generated indicative termsheets , client confirmations
  • electronic Request for Quote (RFQ) mechanism for underlyings not currently actively quoted by the bank
  • rules based Sales Spread Margining for all products and transaction size
  • best product provider execution capability to support a "open architecture" wealth model
  • preferences based search to enable your client advisors to search for available investment products
  • trade surveillance analytics to support "actual" vs "quoted" statistics to your client base
  • online alerts and notifications capabilities for key trade levels or lifecycle events
  • point of sale compliance and controls to support robust selling practises of complex investment products
  • White-label and External Client Channel for self-directed wealth services and partner banks.

Armed with a powerful e-commerce channel, will enable you to take a proactive approach to growing your investment product sales within your organisation - and give you complete visibility of all product pipelines and Financial KPI's. 

About AG|Delta

AG|Delta offers  Electronic Dealing, Client & Portfolio Centric Electronic Trading 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.