Odyssey Financial Technologies - Odyssey Triple’A Plus, private banking industry| Odyssey WealthManager, wealth management industry | Odyssey InvestmentManager, asset management industry
Overview:
Odyssey Financial Technologies is a global financial technology company specializing in front and middle-office software for the Private Banking, Private Wealth Management and Asset Management industries. Over 200 financial institutions in more than 30 countries have chosen Odyssey software products to increase their client service capabilities, reduce costs, and generate additional revenue. Founded in Luxembourg in 1995, Odyssey has offices in the key financial centres, including New York, Singapore, Zurich, Frankfurt, Brussels, Geneva, Sydney and Tokyo. Odyssey’s operational head office is located in Lausanne, Switzerland. The development centres are located in Toronto, Lausanne, London and Glasgow.
27.9.2010: to be acquired by Temenos
Product: Odyssey Triple’A Plus private banking | Odyssey WealthManager wealth management | Odyssey InvestmentManager asset management
Triple’A Plus
Triple’A Plus is a 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 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.
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 organization. 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).
WealthManager
WealthManager is an integrated Wealth Management Platform designed to simplify and improve the daily work of professionals who advise individuals and manage their wealth. The platform is a suite of components that can be combined flexibly to create leading business solutions for Client Management, Advice, Sales, Portfolio Management, Compliance and Client Reporting. WealthManager enhances all facets of the wealth management process, is highly scalable, multi-lingual, and multi-currency, and provides the technology that allows firms to increase their client service capabilities, reduce costs, and generate additional revenue. WealthManager enables wealth management firms to serve all client segments from Mass Affluent to High Net Worth investors and to fully support the provision of discretionary, advisory and brokerage services from a single platform.
InvestmentManager
InvestmentManager is a leading front office solution for enhanced portfolio management and decision support. It gives portfolio managers control, enabling faster and easier tracking of the investment process.
InvestmentManager provides sophisticated portfolio modelling, performance and attribution, risk and exposure reporting, ‘what-if’ and scenario analysis.
The competitive advantages of using InvestmentManager include:
- A proven robust, high-performance and scalable solution used by blue chip clients
- Comprehensive functionality and asset class coverage for all fund types including fixed income, equity, currency overlay, asset allocation, liquidity, derivative and liability driven investment
- Single platform across a number of functional areas to increase operating efficiency and decrease the risk associated with multiple systems
- Built using industry standard Microsoft SQL and .NET framework so it is deployed at minimum cost and quickly integrated with other systems with easy data access for reporting and reconciliation
( for more information see Odyssey )
Platform:
Triple’A Plus platform: AIX, Solaris, Windows 2000, Windows 2003, Windows XP
Database: Sybase
Language used: C and Java
WealthManager platform: Solaris, Windows 2003, Windows XP
Database: Oracle
Language used: Java
InvestmentManager platform: Windows 2000, Windows 2003, Windows XP
Database: MS SQL Server
Language used: C#
Clients:
Client Institutions Names
ABN AMRO Group
Anglo Irish Bank
Andbanc
ARZ GmbH
ATB Investor Services
Bank Leumi
Banque Cantonale Vaudoise
Banque Cantonale de Genève
Banque Degroof
Barclays Group
Basler Kantonalbank
BNP Paribas Fortis
Bordier & Cie.
BSI
CI Financial
Commerzbank
DAB bank
Delta Lloyd Bank
Dexia Asset Management
Deutsche Bank
Dresdner Bank
DZ Privatbank Schweiz
Hamburger Sparkasse (Haspa)
Heptagon Capital
HSH Nordbank
HypoVereinsbank and UniCredit Group
ING Group
Julius Baer
Lloyds TSB
Luzerner Kantonalbank
Monte Paschi Asset Management
Emirates NBD
RBC Financial Group
RBS Coutts Bank Ltd.
Schroder Investment Management
Siam Commercial Bank
Société Générale Group
TD Bank Financial Group
UBS Group
Contact:
Head Office -
Odyssey Financial Technologies S.A.
Espace Kirchberg-Eolis
26-28 rue Edward Steichen
L-2540 Luxembourg
Grand Duchy of Luxembourg
Tel: + 352 42 60 80 1
Fax: + 352 42 91 92
Key Asia Contact Information -
Singapore:
Odyssey Financial Technologies Pte Ltd
63 Market Street, #05-01
Singapore 048942
Tel: +65 6511 6388
Fax: +65 6511 6399
Sydney:
Odyssey Financial Technologies
Level 12, 95 Pitt St
Sydney NSW 2000
Australia
Tel: +61 2 8249 8175
Fax: +61 2 8249 8338
Tokyo:
Odyssey Financial Technologies K.K.
IMB Office ShinjukuGyoen #410
1-3-8 Shinjuku
Shinjuku-Ku
Tokyo 160-0022
Japan
Tel: +81 3 5919 0927
Fax: +81 3 3341 6550
Website URL: www.odyssey-group.com
eMail: info@odyssey-group.com
