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Triple'A Plus™ - WealthManager™ - InvestmentManager™

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.

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).