First Americanâs broker-dealers, investment advisors, institutional investors and registered representatives across the globe will use WealthStation for trading across multiple asset classes, as well as for basket trading, performance reporting, consolidated on-screen data, real-time account views and trade execution. In addition, WealthStation will provide First Americanâs retail and institutional clients with online access to up-to-date information on their accounts and tax lots, as well as market data, research, and performance reporting.
Robert Devito, chief financial officer at First American Capital and Trading Corp., said, âBy choosing WealthStation and Valdi, weâre pleased to be able to give our advisors the advanced trading capabilities they need to be more effective, and weâre excited about the future possibilities of SunGardâs ongoing developments in terms of processing, displaying and integrating information. WealthStation and Valdi help us to simplify trade processing and provide secure, online account access for our clients, helping them to stay informed and engaged in the process.â
Melissa Cullen, executive vice president of SunGardâs wealth managementbusiness, said, âIn order to deliver the highest level of client service and effectively compete, advisors need technology solutions that offer the depth of functionality, speed and reliability in a streamlined environment. WealthStation and Valdi provide the flexibility to configure specific workflows to meet the needs of different types of users, and ultimately help enhance advisorsâ productivity and responsiveness to client needs.â