AGDelta in a Nutshell

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.

Our History

Solutions for Wealth Management Industry Since 2008

AGDelta’s began coding its first solutions for the wealth industry during the lead up and during the Global Financial Crisis. The historical events that took place during this period rocked the financial industry and helped forge the companies ethosdriven by 3 core beliefs of what is required in our industry.

The Facts

1.5 Trillion

USD Notional Transacted Until Today

15 

Markets Globally

10, 000

Users Globally

3 Segments

Retail Banks, Private Banks, EAM’s/FA’s

What Clients Say

“We were looking at a number of different projects in the wealth area.
We recognised that we needed to do some work to focus on enabling our RMs.”

- Craig Armstrong, Global CIO for Wealth Management, Standard Chartered Bank

“The solution has helped replace many manual processes around phone calls, deal booking, customer documentation, and compliance checks. The solution enabled our Relationship Managers to quote rates when their customers asked for it, instead of depending on Dealers.”

- Ronnie Lim, Group Head Of Consumer Banking, Alliance Bank

“We are extremely excited to have the Dealstation launched in Hong Kong and Singapore, in cooperation with AGDelta, the technology partner, and our valuable trading counterparties. The platform was already comprehensive and best in class.”

- Irene Hy Chen, Head Of Structured Products Amea Barclays Wealth

“AG Delta, one of the pioneer technology partners within the financial industry, has worked closely with many wealth managers and private banks like us to develop digital solutions for our advisory and execution platform. AGDelta’s long history of helping private banks head start has given it deep insights of the wealth management platform needs to help spearhead innovation in many ways.’’

- Managing Director Head of Investment Advisory & Capital Market Products, Wealth Management Group, from a leading local Bank

“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

‘’We are thrilled to have been part of the build out of AG Delta’s digital platform. As a product provider, we are faced with the last mile problems when distributing our products to Private Banks, EAMs and Family Offices efficiently. From the product gatekeeper, across the relationship managers all the way to the end investor, we are now able to provide a seamless experience, supporting the entire chain with their respective needs. The digital platform not only allows us to communicate efficiently across all the stakeholders, it also provides us with valuable feedback about the clients’ usage and their unique requirements.’’

- Filip Vandenven, Executive Director of Antarctica Asset Management

Latest Recognition

15th March 2018 – AGDelta wins Top FinTech Gold Award organised by the HK Govt and Monetary Authority (HKMA). Hong Kong Gov’t Chief Executive , Honourable Mrs Carrie Lam and HKMA Chief FinTech Officer Mr Nelson Chow presents our CEO with the Top Fintech Gold Award for our Digital Wealth Platform.

15th November 2017 – AGDelta CEO Andrew Au receives top Fintech Award at the world’s largest FinTech Festival from Deputy Prime Minister and Chairman of the Monetary Authority of Singapore (MAS), the honourable Mr Tharman Shanmugaratnam.

Our Team

            

 

Partner Network

AGDelta and Global Banks – The first industry supported multi-issuer network to access equity linked structured products.

AGDelta and Global Banks – The first industry supported multi-issuer network to access equity linked structured products.

  SoHo Capital LLC

 

AGDelta and SoHo Capital have partnered to launch a unique platform and value proposition for the rapidly growing Actively Managed Certificates (AMC’s) market place. First Digital Actively Managed Certificates Platform, offering the collaboration between investment strategy sponsors (Fund/Asset Managers), distributors (Private/Retail banks, Insurance Companies, Independent Asset Managers and Family Offices) of AMC’s for their end customers and the manufacturers (Investment Banks).