Technology

DAB Bank Upgrades Portfolio Management Platform

Harriet Davies 15 September 2010

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.

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