Trade Eagle chose WealthStation Client Access for its intuitive navigation and ease of integration with the back-office via the firmâs clearing provider. WealthStation Client Access is a scalable, turnkey solution for discount, full-service and regional brokerages, individual advisors and clearing organizations. It provides Trade Eagle advisors with a comprehensive, Web-based trading platform that also includes access to tax forms and position dashboards.
Rick Garber, marketing director at Trade Eagle, Clayton Lowell & Conger, Inc., said, âTrade Eagle caters to smaller advisors who are looking for lower fees and better service. We chose SunGardâs WealthStation to help us get up and running quickly while keeping our overhead low, giving us the ability to offer competitive services and fees. Because WealthStation is a comprehensive advisor platform, we are confident it can support our long-term needs by helping us efficiently expand capabilities as our business evolves and grows.â
Blaine Maxfield, executive vice president of SunGardâs wealth management business, said, âFirms today are looking to provide superior service in a cost-effective manner in order to compete and grow. Weâre pleased that Trade Eagle has chosen WealthStation to offer advisors enhanced services by delivering a comprehensive online platform with the flexibility to grow along with the needs of its clients. WealthStation provides Trade Eagle with a cost-effective way to provide online trading capabilities with compliance support and back-office integration.â