Macquarie Private Wealth Asia live with Odyssey’s Triple’A Plus™ platform

Odyssey Financial Technologies, a global provider of private wealth and asset management solutions and services, today announced that Macquarie Private Wealth Asia, a division of Macquarie Group Ltd., has gone into production with Odyssey’s integrated wealth management platform, Triple’A Plus™, to support its recently established wealth management business in Singapore.

Macquarie Private Wealth Asia’s financial advisers, portfolio managers, and operations and support staff now work on a common Portfolio Management and Analysis platform. This enables them to deliver real-time portfolio and investment information, and hence make timely, informed investment decisions more efficiently.

Macquarie Private Wealth Asia has also acquired additional modules, including Portfolio Modelling and Rebalancing, Client and Portfolio Monitoring, and Client Data Management, which ensure a timely, proactive, enhanced service experience for its clients.

Joseph Poon, Head of Macquarie Private Wealth Asia, said, “In order to support our growth and ensure we deliver an outstanding service to our ultra high net worth clients, we had to find a flexible solution that could easily incorporate new product solutions and dynamic portfolio management tools. Along with its sophisticated solution, Odyssey also has a local presence in both Singapore and Sydney, two cities we operate in, which is a real advantage in terms of service and maintenance.”

Dave White, Odyssey’s Vice-President, Asia-Pacific and Middle East, adds, “Macquarie Private Wealth Asia represents one of our major projects in the region and we are delighted at having successfully implemented Triple’A Plus™ at its Singaporean site. The product mix that the bank offers to its clients is unique and our private banking solution has proven to be well adapted to it. Our presence in Singapore is already strong and we look forward to further supporting businesses all over Asia.

About Macquarie Private Wealth Asia
Macquarie Private Wealth Asia is a division of Macquarie Private Bank, part of Macquarie Group Limited, which provides wealth management and full service investment advice to meet the unique needs of the wealthiest individuals and families in Asia.
Macquarie has been active in Asia for over a decade, establishing the first office in Hong Kong in 1994. Today, it has more than 2,000 professionals in 16 markets and is supported by the largest investment bank in Australia bringing the breadth and expertise of the Macquarie Group to its clients.
Macquarie Private Wealth Asia is at the forefront of private client advisory and discretionary services. Its unique service model and client proposition ensures it is positioned as a ‘high end’, ‘best of breed’ wealth manager and maintains the quality and exclusivity of the Private Bank offering.
Macquarie Private Wealth offers wealth management, wealth preservation and holistic investment advice, delivering a unique range of services including global investment advisory and discretionary portfolio management, global co-investment opportunities, estate planning, superannuation and tax planning and philanthropy.

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