September 13, 2012 – SunGard’s Investor’sView portfolio management and performance reporting solution has been named best-in-class in three out of four categories in CEB TowerGroup’s “Portfolio Management Systems Technology Analysis”* published in August 2012. Investor’sView received a best-in-class designation for Portfolio Tools, Advisory Experience and Enterprise Support.
According to the CEB TowerGroup report, “Portfolio Management Systems Technology Analysis” is tailored to reflect the needs of the end-user to diagnose the technology attributes particular to a firm, and to identify vendor products that align with the firm’s needs. By combining qualitative and quantitative data from interviews with industry experts, financial institutions, vendors, and surveys of wealth managers, CEB TowerGroup identified 24 attributes that define a “best-in-class” portfolio management system. These attributes are grouped into the four categories that highlight a firm’s marketing, advisor and enterprise needs.
Among the key differentiators of Investor’sView that contributed to its best-in-class assessment, as cited in the report, include:
• Portfolio Tools: Robust modeling capabilities that allow user to set up a target percentage and upload models from Excel
• Advisory Experience: On-demand reporting functionality that can produce ad hoc or scheduled reports on a pre-determined frequency
• Enterprise Support: Sophisticated training capabilities including on-site professionals and WebExs, business oriented documentation, and videos
CEB TowerGroup senior research director Peter Delano said, “Current and future investment in portfolio management technology is being driven by high-net-worth clients focused on building their portfolios, as well as advisors looking to serve their clients more effectively using systems that help them collaborate with and gather data from their clients more frequently. This leads to a strong client-advisor relationship through allowing advisors to stay connected with their clients, giving them real-time access to and advice on their portfolios, and creating customizable client portfolio reports.”
Mark Volker, senior vice president of SunGard’s wealth & retirement administration business, said, “SunGard is focused on improving the advisor and client experience. SunGard’s Investor’sView helps advisors interact with clients through a web portal, guide client meetings through integration with our Mobile Meeting solution, and assess and manage clients’ traditional and non-traditional assets. In addition, Investor’sView has strong integration with key vendors to help enhance workflows, provides sophisticated reporting, and employs a configurable user interface that helps bolster the user experience.”
* CEB TowerGroup, Portfolio Management Systems Technology Analysis: CEB, 2012, Pages 4, 5, 45, 46, 48.