View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. Technology
October 31, 2008updated 06 Sep 2016 2:52pm

SunGard enhances wealth management platform

SunGard, a financial solutions provider, has unveiled enhancements to its WealthStation wealth management platform to help firms attract, service and grow client relationships.

By CBR Staff Writer

WealthStation 3.0 includes: a dashboard for viewing client and account activities; intuitive workflows across each step of the wealth management continuum to help improve productivity; data sharing across applications to help streamline processes; and the integration of trading, rebalancing and house holding capabilities.

WealthStation provides enterprise and advisor tool sets across each phase of the wealth management lifecycle to help wealth management firms assist their advisors with client service. As competition for assets increase, and investors become more sophisticated and expect higher service levels, effectively servicing clients has become a critical differentiator.

WealthStation’s tools for client acquisition, proposal generation, trading, rebalancing and ongoing services are an important competitive asset to wealth management firms seeking to grow their businesses through enhanced client service.

Developed using SunGard’s Common Services Architecture (CSA), WealthStation can be deployed to support a single process such as financial planning. WealthStation’s modules include client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance.

Content from our partners
Unlocking growth through hybrid cloud: 5 key takeaways
How businesses can safeguard themselves on the cyber frontline
How hackers’ tactics are evolving in an increasingly complex landscape

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.