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.
