Portfolio management

Seamlessly implement an advanced portfolio management and reporting solution.

Fully integrated portfolio management and reporting solutions

Our advanced, cost efficient, turn-key portfolio management solution – AAG Markets Portfolio Manager – integrates seamlessly with our trading platforms. Wealth and asset managers, banks, fintechs and financial advisors can use it to trade on and manage their client portfolios with greater efficiency.

Expert support from institutional professionals

With more than 100 institutional specialists operating from offices in key financial centers, including Denmark, London, Singapore, Shanghai, Hong Kong, Switzerland and Dubai, we can deliver the right solution for your business.

Pre-launch project management team
Design and architecture experts to help configure and implement your solution.

Relationship managers
Your personal point of contact for strategic partnership building.

Prime services
Daily account management and operational support.

24/7 IT maintenance
Constant monitoring of IT systems for continuity management.

Testimonials

“AAG Markets Portfolio Manager has been a transformational tool in allowing us to expediently expose our clients to our best global investment ideas and at the same time ensuring best execution and portfolio management practise.”

Simon Fillmore

CEO, Independent Securities

“…we can manage a number of target models across our onshore and offshore business, rebalance, trade and provide online reporting to our clients. Using AAG Markets platform allows us to grow our business and offer our clients an excellent service.”

Chris Potgieter

Head of private client securities,
Old Mutual Wealth

Partner with AAG Markets

1

Design your solution

Develop your business plan and key metrics with our experts.

2

Implement technology

We’ll help you configure, implement and test your solution.

3

Launch

Receive ongoing expert support from your commercial launch onward.