View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. Technology
February 23, 2010

Zurich Cantonal Bank Deploys Odyssey’s Portfolio Management Platform

Zurich Cantonal Bank (ZKB) has deployed Triple’A Plus, a portfolio management platform from Odyssey Financial Technologies, to support the growth of its asset management business in Switzerland.

By CBR Staff Writer

The solution includes performance calculation and advanced analytics modules, to provide the bank with a range of portfolio management and reporting functions. Moreover, the solution can be extended to include new features and additional functionality.

ZKB manages its asset allocations and model portfolios on the platform, automating its discretionary portfolio management with portfolio rebalancing. Triple’A Plus has been connected up with ZKB’s core banking systems to get up-to-date positions and operates the integrated order management system.

The deployment has enabled the bank to produce enhanced client reports for discretionary, advisory and execution-only portfolios.

The platform was implemented in three phases. First, Triple’A Plus was integrated back-to-front with the core banking systems to accurately reflect instrument positions and this was followed by comprehensive client reporting. The bank completed the roll-out, including an integrated order management module for single and block orders, in November 2009.

Content from our partners
Sherif Tawfik: The Middle East and Africa are ready to lead on the climate
What to look for in a modern ERP system
How tech leaders can keep energy costs down and meet efficiency goals

Iwan Deplazes, head of asset management at Zurich Cantonal Bank, said: “We selected Odyssey’s sophisticated portfolio management platform because of its flexibility and its capacity to design and implement an investment process that reflected our organizational requirements. Triple’A Plus is going to be used by our portfolio managers to cover our complete asset management value chain.”

Thierry Divenot, general manager of southern Europe at Odyssey Financial Technologies, said: “We are delighted to welcome the Zurich Cantonal Bank, one of our major customers in the German-speaking part of Switzerland, to our Triple’A Plus community.”

Topics in this article :
Websites in our network
Select and enter your corporate email address Tech Monitor's research, insight and analysis examines the frontiers of digital transformation to help tech leaders navigate the future. Our Changelog newsletter delivers our best work to your inbox every week.
  • CIO
  • CTO
  • CISO
  • CSO
  • CFO
  • CDO
  • CEO
  • Architect Founder
  • MD
  • Director
  • Manager
  • Other
Visit our privacy policy for more information about our services, how New Statesman Media Group may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.
THANK YOU