What We Do
We provide a multi-modular digital wealth platform suitable to various business models
Financial Advice will be RELEVANT and TIMELY based on the client’s NEEDS.
Financial Advice will be SUITABLE AND APPROPRIATE across regulatory jurisdictions.
Financial Advice can be ACTED UPON swiftly with real CHOICE given to customers.
Matching right advice with the right clients
Powered by proprietary matching algorithms and data, artificial intelligence tech. Our digital recommendation engines crunch data and link investment opportunities with personalised clients, profiles & preferences.
Pre-screen and secure all investment opportunities
Powered by a Compliance as a Service Open API that covers KYC Investment Suitability Product Risk Rating and Cross-border regulatory controls. All Investment opportunities can be pre-screened based on client’s investment profile and rationale.
Connect best provider with best price and research
The multi-asset best execution connectivity hub enables maximum efficiency for the best client experience. Price/Quote and execution requests can be digitally shared with custodian banks and product providers.
We are an award winning B2B2C FinTech company that digitally connects the Wealth Management and Investment Product Provider ecosystem. Through our Digital Wealth Platform, we aim to provide a unique mix of electronic best execution, regulatory compliance and artificial intelligence capabilities that can be applied across the network we are now extending to Financial Intermediaries.
USD Notional Transacted Until Today
Retail Banks, Private Banks, EAM’s / FA’s
Hong Kong ICT Awards 2018
MAS Fintech Awards 2017
One of the key issues facing private banking business is the scalability of investment product /investment ideas to frontline bankers, and thereon, clients. The challenges bankers are facing is the dynamic on demand access to such ideas and updates in order to service clients better through an automated process of matching client risk profile to product/investment suitability. AGDelta’s platform will help significantly in improving idea penetration and scalability that ultimately help clients generate risk-adjusted returns based on their investment goals. Improved client experience will ultimately drive banks’ productivity and revenue growth better.
Senior Executive from a leading ASEAN banking group
Get in Touch!
Interested in learning more about AGDelta's innovative FinTech solutions? Fill out the form below to schedule a product demo with one of our experienced consultants.
168 Robinson Road, #20-01 Capital Tower, Singapore 068912