Access more. Register Today!
 
Sign In
 
 
 
 

Triple A Plus™

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"
Rate and Review Odyssey Financial Technologies
  0 reviews
Let users know what you would have wanted to know about this company.
Click on a Star to Rate
 
Your Association
Name, Title, Co.
Your Comments
When writing a review, please adhere to the Review Guidelines.

Related White Papers You May Be Interested In

How to build a FATCA IT platform - July, 2013
by eFront
An eFront white paper - How to build a FATCA IT platform - details how your organization can build a comprehensive FATCA IT platform to strengthen your AML/KYC processes and get ready for future regulation....

Mobile Deposit, Why Now and How
by Mitek Systems
Remote check capture, once a niche service offered selectively to business customers, has transformed to be a mass-market service and integral capability in mobile banking solutions. Across the US, Mobile RDC projects are underway in banks, thrifts & credit unions of all sizes to meet the market...

Origenate
by CMSI (Credit Management Solutions, Inc.)
Origenate, CMSI’s complete browser-based loan origination software system that automates the entire workflow from origination to booking....