"We needed a comprehensive service that could easily integrate into our diverse business model, and we chose WealthStation because it provides a turnkey solution that helps our advisors and brokers to monitor and manage entire client portfolios," said Holly Peritz, senior vice president and director of Southwest Securitiesâ Investment Management Group. "WealthStation will help us to migrate from a previously fragmented approach to a single, seamless platform across business lines, with the flexibility to add modules to accommodate business expansion and changing needs."
In June, Southwest Securities will provide WealthStation to its Private Client Group of approximately 100 financial advisors and to SWS Groupâs independent brokerage firm, SWS Financial Services, of about 400 registered representatives. Over the next several months, Southwest Securities will also roll out the service to its 200 correspondent brokerage firms.
"We are pleased that Southwest Securities has chosen WealthStation to help meet the needs of a broad range of advisory users focusing on high net worth clients," said Blaine Maxfield, senior vice president of SunGardâs WealthStation business unit. "WealthStationâs integrated collaboration and workflow helps trusted advisors to work more efficiently, strengthen client relationships and improve their level of service."
SunGard provides an integrated suite of services to help advisors meet the financial needs of their clients, and capitalize on growing opportunities in wealth management. By providing a complete array of capabilities for client profiling and financial planning, asset allocation and portfolio management, securities processing and asset accounting, and consolidated client reporting and performance measurement, SunGard helps organizations to deliver on the promise of a more holistic and consultative client experience.