Triple A Plus™
Available from Odyssey Financial Technologies
Triple'A Plus™ is the leading Private Banking Platform. It incorporates the best practices adopted by the leading international financial institutions that specialize in wealth management solutions for high net worth and ultra high net worth individual clients. Triple’A Plus’s unique configurability, comprehensive instrument coverage and flexible portfolio modelling capabilities efficiently support discretionary portfolio management, investment advisory and execution-only service models. Triple'A Plus™ empowers portfolio managers and relationship managers to increase assets under management, improve customer service and generate higher investment performance.
Triple'A Plus™ caters for both portfolio and relationship management profiles. Each profile is supported through a packaged solution comprised of the relevant modules. The modules provide the particular set of business functions that meets the requirements of portfolio or relationship managers.
Triple'A Plus™ for Relationship Managers is specifically designed to empower relationship managers and client advisors serving private high net worth (HNW) and ultra high net worth (UHNW) individuals
Triple'A Plus™ for Portfolio Managers is specifically designed to empower portfolio managers by automating the investment process and allowing them to focus on "exception management"