Customer Focused Workflow
AGDelta Digital Advisory solution is the first platform to introduce the concept of customer centric workflow. Wealth advisors are able to filter and match all investment research and product ideas based on each customer’s unique risk profile, market and product preferences and financial goals.
360° Portfolio and Robo-Advisor Analytics
AGDelta Digital Advisory gives Wealth advisors a 360° view of the customers’ portfolio to assess key indicators including asset allocation, portfolio performance and cash balances.
Wealth advisors are alerted on portfolio and trade events such as an investment maturing that can lead to up-sell opportunities which are powered by our robo-advisor analytics and recommendation engines.
The AGDelta Solution makes it easy for wealth advisors to access investment ideas from multiple sources, be it the internal research published by the advisory team or external market news and data providers.
Wealth advisors can “like”, “share” and “comment” on ideas to develop feedback with their peers and also see the actions associated with an idea including the number of views, quotes and trades performed. This in turn enables product and investment advisory functions to review the ROI of an investment idea shared to the RM and client community. The data is then mined and used by our analytics and recommendation engines to further increase RM productivity and customer service.