Wealth Online. Anywhere. Anytime

Wealth Online. Anywhere. Anytime

Private wealth management software for banking online


Wealth Management Apps

AG|Capitalâ„¢ is our online ecommerce solution to manufacture, sell and transact a broad spectrum of Investment Products across the Corporate, Wealth Management and Retail distribution sales channels.  AG|Capitalâ„¢ solves the complex Profitability and Compliance challenges to distribute Investment Products across all market segments. Key benefits include:

  • Rapidly distribute and transact Cross-Asset Investments Products through an E-Commerce Portal.

  • Ensure adherence to internal and regulatory policies in the Investment Products pre and post sales workflow.

  • Grow a high volume business offering streamlined trade execution of Investment Products prudently across all risk categories 

  • Offer suitable investment products at competitive prices by maintaining an in-depth understanding of the Customers investment profile while supporting a full "open architecture" investment product platform.

Incorporating the latest advances in Rich Internet Application technology for the ultimate user experience over any Laptop, Desktop, PDA or Tablet device, AG|Capitalâ„¢ seamlessly integrates all wealth management and trading processes across the enterprise network into a unified electronic wealth services delivery channel.  Key features include;

  • N-tiered architecture built from non-proprietary J2EE and Core Java components
  • Data architecture conforming to FpML and FIX industry standards
  • Point and click workflow and business rule configuration for internal and external processes 
  • Horizontal and vertical scalability across all architecture layers and components
  • Highly secure Role Based workflow access and data entitlements with detailed audit trails.

 

With fine grain access to business services and configurable workflows, changes to business policies, rules and procedures are easily implemented into AG|Capitalâ„¢.  This allows new investment products and wealth services to be quickly brought to market for first mover advantage.

 

 

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.