Product Management

Product Management

Your Investment Products team can configure product campaigns , subscription offerings to support an "open architecture" wealth model with regards to product offerings for your customers. Whether it be sourcing from your internal markets or 3rd party liquidity and product providers, AG|Capital can support the channel business model that your bank adopts to service your end customer. 

AG|Capital is equipped with a fully rules based model for implementing revenue and product pricing algorithms and policies with full online cross-asset trade execution across your wealth channel.

Investment Products supported include:

  • Structured Investments for Protection, Performance and Opportunity product groups including Principal Protected, Yield Enhancement, Index/Asset Linked, Baskets, KIKO Features, Range Accrual, Target Redemption, Acc/Decumulators and CPPI payoffs. The above products are supported across FX, Equity, Commodity, Credit & IR asset classes in Deposits & Note form.
  • Treasury Investment Products including Vanilla and OTC Derivatives product groups such as FX Spot/ Money Market, Forwards, Swaps, Vanilla Options, Option Strategies and Exotics.
  • Direct Investments including Securities, Funds and Exchanged Trade Derivatives product groups such as Fixed Income, Equities, ETF’s, Unit Trusts, Mutual Funds, Exchanged Traded Futures, Options
  • Insurance Products including Investment Linked Policies and Structured Annuities.

Armed with this rich product management capability , your bank will be equipped to publish availables products and executable prices to your client advisors and external investment product distributors.

 

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.