Odyssey Financial Technologies has announced that UniCredit Private Bank Italy, Bank Austria and HVB Luxembourg have selected its Triple’A Plus platform as their portfolio management and advisory platform.
According to Odyssey, UniCredit Private Bank Italy, Bank Austria and HVB Luxembourg will together equip more than 1,000 portfolio managers and relationship managers for their discretionary and advisory portfolio management business.
In addition to the portfolio management and analysis functions of Triple’A Plus, the three locations will benefit from a wide range of active advisory capability, including the building of guided investment proposals and the automatic monitoring of client portfolios, triggering alerts for action and proactive advice, said Odyssey.
The project will also include integration with Tetralog Systems’s service components, including risk/return modeling and efficient frontier optimisation, added Odyssey.
Antoine Duchateau, CEO of Odyssey, said: We are extremely pleased with our extended UniCredit Group collaboration. It is the result of a longstanding partnership and UniCredit’s trust in our ability to help them remain at the forefront of the private banking industry.
