Triple'A Plus™

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”
Other solutions can be built according to the needs of a particular profile of user within a Private Banking organisation. They 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).

Product and service specifications
Database
• Sybase
Language used
• C
• Java
Operating system
• AIX
• Solaris
• Windows 2000
• Windows 2003
• Windows XP
Pricing structure
• Per seat
User interface
• GUI
• Web
Tags:
Portfolio Management, Relationship Management, CRM

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