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”