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odyssey wealth management private banking odyssey wealth management private banking

Triple'A Plus™

A highly configurable Private Banking Platform to serve High Net Worth & Ultra High Net Worth clients

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 Portfolio Managers
  • Triple'A Plus™ for Relationship Managers

Triple'A Plus™

for Portfolio Managers

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"

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Triple'A Plus™

for 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

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Other solutions can be built according to the needs of a particular profile of user within a Private Banking organisation. This can range from a simplified set of functions for an administrative assistant or marketing officer through to a full web-enabled solution for Independent Financial Advisors (third-party external managers).

 

Key Benefits

  • Deliver real-time portfolio information for optimal decision-making
  • Flexibility to design an Order workflow that reflects your organisational requirements
  • Profiling clients and portfolios to tailored investment strategies
  • Automate control of compliance and account opening processes

Customer Quote

"Odyssey was able to show that its outlook reflects the banking world and is therefore a perfect bridge for advancing in technological and functional terms. I have no doubt that a company with the same vision as the Private Banking client and the capacity to adapt to new times is the right choice".

Carles Ransanz, Andbanc's Deputy General Manager, Organisation and Systems.