WealthStation

As a wealth manager, your main focus is on acquiring, servicing and growing your client relationships. However, time-intensive processes often limit your availability.  SunGard’s WealthStation helps provide you with the tools you need to attract and grow assets without sacrificing the support needs of your clients. 

Delivered through a Web-based interface, WealthStation provides a modular, flexible front-office platform.  It offers tools for client management, financial planning, investment management, asset allocation, data aggregation, trading & rebalancing, reporting, client access and compliance.  Whether deployed to support one function or process or as a complete, end-to-end solution, SunGard’s WealthStation can help you enhance performance and provide superior client service.

Used by hundreds of thousands of customers, including banks, trust companies, brokerage firms, insurance companies and independent wealth management firms, WealthStation provides integrated tools and services to help you and your clients achieve success:

  • Provides a holistic, client-centric view, including held-away upload features
  • Aggregates holdings and real assets
  • Enables third-party, middle- and back-office integration
  • Allows for real-time, advisor-client collaboration

What We Offer

WealthStation for Institutional Wealth Managers

  • WealthStation Asset Allocation

    A module through which investment advisors develop financial profiles, generate simulations, optimize portfolios and create specific implementation proposals.

  • WealthStation Financial Planning

    A module that integrates multiple financial planning tools in a single, Web-based, front-office platform.

  • WealthStation Trading & Rebalancing

    A module through which advisors can plan and execute trades of multiple asset classes via secure connections in real-time to brokerages or back-offices which can reach all major service bureaus.

Brochures & Datasheets

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