WealthStation Trading
A flexible, customizable, front-office solution that adapts to the constantly changing needs of today’s financial professionals is essential to the continued growth and success of your business. WealthStation Trading is a browser-based, advisor desktop that integrates account management, trading, workflow, market data, and portfolio management within a single, personalized and standalone platform. Financial professionals, such as self-clearing broker/dealers, clearing firms, fully disclosed firms, wealth management organizations, and larger, independent registered investment advisors (RIAs), can benefit from the many capabilities WealthStation Trading delivers.
A comprehensive, portable and outsourced workstation, WealthStation Trading helps investment professionals execute trades without relying on back-office technology. WealthStation Trading provides advanced features and functionality that help to automate every step of the trading lifecycle. WealthStation Trading users can execute stocks, exchange traded funds (ETFs), options, and mutual funds via secure, real-time connections to service bureaus, back-offices, or order management systems (OMS). Along with its real-time account information, portfolio rebalancing, performance reporting, and trading abilities, this tool is designed to help empower financial professionals to grow assets, efficiently manage their client base, and strengthen client relationships. Because it integrates with all major back-offices to supplement their capabilities, WealthStation Trading helps reduce the number of systems normally needed for similar trading functionality.
For more information, please visit www.sungard.com/wealthstation.
Related Products:
WealthStation: An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.
WealthStation Financial Planning: an advisor tool that integrates financial planning and asset allocation capabilities into a single system, sharing a common database.
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 |
• C++
• Java
• Other
|
| Operating system |
• Windows 2000
• Windows 2003
|
| Pricing structure |
• Per seat
• Volume-based
|
| User interface |
• Web
|
Tags:
WealthStation, SunGard, broker desktop; trade execution; WealthStation Trading; portfolio rebalancing; performance measurement; block trading; online trading platform; AFS; Automated Financial Systems; WealthStation Investor; Active Trader
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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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