J.P. Turnerâs more than 180 offices across the country use WealthStation for trading mutual funds, equities and options. WealthStation also integrates with SunGardâs Valdi order management system to facilitate agency and riskless principal trading. In addition, WealthStation provides J.P. Turnerâs 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, âSunGard WealthStationâs 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. SunGardâs expertise in Web-based environments, along with WealthStationâs flexible architecture, will help J.P. Turner continue to adapt the platform to meet the future needs of our reps and clients.â
Kevin Rafferty, president of SunGardâs wealth management business, said, âTodayâs 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. SunGardâs WealthStation provides a turn-key, outsourced solution with the flexibility to configure specific workflows and functionality.â