Technology
DAB Bank Upgrades Portfolio Management Platform

DAB Bank has upgraded its Triple’A Plus platform, supplied by Odyssey Financial Technologies, migrating the system from a graphical user interface to a web user interface.
DAB’s implementation of Odyssey’s latest portfolio management platform included the portfolio management and analysis, modeling and rebalancing, and performance attribution modules, as well as new multi-criteria queries and monitoring and alerts functions.
The project also involved putting in place a fully-integrated order management workflow with embedded business rules and pre-trade compliance validation, as well as the addition of external holdings to the client view.