J.P. Turner Goes Live on SunGard’s WealthStation for Advisor Trading and Online Client Access

Wayne, PA - 12 October 2010

J.P. Turner & Company, LLC, an independent brokerage and investment banking firm based in Atlanta, has gone live on SunGard’s WealthStation Web-based solutions for active traders and investors. J.P. Turner is using WealthStation Trading to provide financial advisors with an advanced broker workstation with trading and reporting functionality, and WealthStation Client Access to provide the firm’s clients with secure online access to account information and market data.

J.P. Turner’s more than 180 offices across the country use WealthStation for trading mutual funds, equities and options. WealthStation also integrates with SunGard’s Valdi order management system to facilitate agency and riskless principal trading. In addition, WealthStation provides J.P. Turner’s clients with online access to up-to-date information on their accounts and tax lots, as well as market data, research and performance reporting.

Tim McAfee, chief executive officer at J.P. Turner, said, “SunGard WealthStation’s trading and reporting capabilities are helping our advisors improve productivity and provide them with a comprehensive, real-time view of their business and individual client accounts. Its integration with the Valdi order management system and our back-office system also helps us streamline trade processing and deliver secure account look-up and other information to our clients, helping them stay informed and engaged in the process. SunGard’s expertise in Web-based environments, along with WealthStation’s flexible architecture, will help J.P. Turner continue to adapt the platform to meet the future needs of our reps and clients.”

Kevin Rafferty, president of SunGard’s wealth management business, said, “Today’s advisors require speed, reliability and depth of information in order to provide better client service. Clients are also demanding greater transparency into their account activity. SunGard’s WealthStation provides a turn-key, outsourced solution with the flexibility to configure specific workflows and functionality.”

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