Charlotte

SunGard’s Charlotte, a trust and investment management system, can help your firm effectively compete. With SunGard's Charlotte system, you have the core technology and system connections you need to help extend your reach, make sense of the details and foster new connections. Charlotte's open design, functionality and user-friendly flexibility puts you in control of your data and gives you and your staff the tools to perform more effectively:

• Provides straight-through, end-to-end processing and integrated workflow processes
• Offers automatic cash management, fee calculations and custom reporting packages
• Displays real-time position and cash balances
• Processes trades, settlements and corporate actions
• Streamlines investment processes, securities processing routines and operations workflow
• Integrates security custodial activity

For more information, please visit www.sungard.com/charlotte.