Page 2 of 2

AGDelta is one of the largest B2B financial investment platforms in Asia, handling over $1.5 trillion worth of financial investment product transactions, and I think companies such as ours will play an important part. We launched AGDelta as a way of digitising the wealth ecosystem, making financial investments, services and advice more accessible, safer and smarter.

Back in 2008 we noticed some fundamental inefficiencies in the wealth management industry that were not being addressed. For financial product suppliers, current methods of getting their products to market were slow, they were bogged down by lengthy administrative tasks, compliance and other manual work, leading to poor service (keeping their clients waiting) and many missed opportunities

Financial product consumers lacked a broader picture of the marketplace, and were unable to efficiently compare products in order to choose the right solution for their clients, this was exacerbated by silo mentalities in many institutions. This lead to poor service, and forced them to prioritise their top clients

«The platform addresses significant regulatory requirements relating to investment suitability»

AGDelta’s platform ensures that Wealth managers are able to list and compare all the products that are available, with sophisticated algorithms powered by Artificial Intelligence providing context and market updates.

The platform allows suppliers to provide the best and most complete information to the client quickly, safely and accurately, communicating through an online dashboard, where opportunities are able to be clicked, quoted, checked and traded quickly and easily.

Most importantly, the platform addresses significant regulatory requirements relating to investment suitability, cross border marketing, FATCA, MiFID2 in 15 markets, ensuring peace of mind and security. We believe that by digitising the wealth management ecosystem, we will make financial investments, services and advice more accessible, safer and smarter.

Andrew Au is co-founder and CEO of AGDelta. Prior to establishing his business Au worked for Bankers Trust, Macquarie and Deutsche Bank and SunGard, before he founded AGDelta in 2004. Over the past 10 years he has been actively engaging retail and private banking institutions in transforming their business by leveraging E-commerce and digital channel models and technology.