30 Best Business Leaders of the Year 2019 30 Best Business Leaders of the Year 2019 | Page 34

Digital Wealth Platform Suite
F
inTech is a vertical that has
been buzzing around for
quite some time now. Many
companies are currently playing
their key roles in this market. With
its immense growth, it is evident
that we might see more and more
companies coming into the market.
FinTech stands for ‘Financial
Technologies’. As the word says, it
is a path where technology aids the
financial sector in terms of services
and more. Major financial use it for
the back end of their businesses.
One such company is AGDelta.
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AGDelta is an award-winning
B2B2C FinTech Company that
digitally connects the Wealth
Management and Investment
Product Provider ecosystem.
Through its Digital Wealth Platform,
AGDelta aims to provide a unique
mix of electronic best execution,
regulatory compliance and artificial
intelligence capabilities that can
september 2019
Making Investment
Opportunities Safer,
Relevant and Accessible
- Andrew Au, CEO, AGDelta
be applied across the network.
It is now extending to Financial
Intermediaries.
3-Modular Digital Wealth
Platform
Match the right advice with the
right clients. It is powered by
proprietary matching algorithms
and data, artificial intelligence tech.
Its digital recommendation engines
crunch data and link investment
opportunities with personalized
clients, profiles & preferences.
Financial Advice will be RELEVANT
and TIMELY based on the client’s
NEEDS.
Pre-screen and
secure all investment
opportunities
This is powered by Compliance as
a Service Open API that covers KYC
Investment Suitability Product Risk
Rating and Cross-border regulatory
controls. Investment opportunities
can be pre-screened based on the
client’s investment profile and
rationale. Financial Advice will
be SUITABLE AND APPROPRIATE
across regulatory jurisdictions.
Connect the 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. Financial Advice
can be ACTED UPON swiftly with
real CHOICE given to customers.