Odyssey Financial Technologies

5 Hanover Square, Suite 1601
New York, NY 10004
United States

Website: www.odyssey-group.com
Phone: 212-336-8400
Fax: 212-336-8401

Description:
Triple’A Plus™ is the leading strategic front and middle-office wealth management platform combining Portfolio Management, Client Relationship Management, Advisory/Portfolio Consulting, Compliance, Risk and Client Reporting functionality into a single browser-based desktop. Triple’A Plus™ incorporates the best practice adopted by the leading international financial institutions that provide sophisticated wealth management and private banking solutions to high net worth individual clients. The platform efficiently supports discretionary portfolio management, investment advisory and execution-only service models and empowers client advisors and portfolio managers to increase assets under management, improve customer service and generate higher investment performance.