WealthStation
SunGard’s WealthStation provides wealth managers, portfolio managers and/or financial advisers around the globe with tools to help them acquire, service and grow their client relationships. WealthStation delivers a flexible architecture by integrating client management, financial planning, investment management, asset allocation, data aggregation, trading, rebalancing, reporting, client access and compliance tools into a single platform. Whether deployed to support one function or process or as a complete, end-to-end solution, WealthStation can help you enhance performance and provide superior client service.
Used by hundreds of thousands of customers, including banks, trust companies, brokerage firms, insurance companies and independent wealth management firms, WealthStation provides integrated tools and services to help you and your clients achieve success:
- Provides a holistic, client-centric view, including held-away upload features
- Aggregates holdings and real assets
- Enables third-party, middle- and back-office integration
- Allows for real-time, advisor-client collaboration
For more information, please visit www.sungard.com/wealthstation.
Related Products:
WealthStation Financial Planning: an advisor tool that integrates financial planning and asset allocation capabilities into a single system, sharing a common database.
WealthStation Trading: a browser-based, advisor desktop that integrates account management, trading, workflow, market data, and portfolio management within a single, personalized and standalone platform.
Wealth Management University: a professional development and training solution for financial advisors, bank and trust professionals, and benefit administrators.
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Product and service specifications
| Database |
• MS SQL Server
|
| Language used |
• Java
• Other
|
| Operating system |
• Windows 2000
• Windows 2003
|
| Pricing structure |
• Per seat
|
| User interface |
• Web
|
Tags:
WealthStation, SunGard, advisor platform, wealth managers, financial advisor software, wealth management systems, wealth management software, wealth management services, wealth management platform, broker desktop, global wealth management software
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Company profile
SunGard is one of the world’s leading software and IT services companies. Our four businesses serve more than 25,000 customers in over 50 countries, including the world’s 25 largest financial services companies.
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