About Wealth Management
Managing and growing assets has brought new complexities and exciting opportunities for investors and wealth management service providers alike. The face of wealth management is changing, bringing with it a growing population of retirees and high-net worth individuals. Meanwhile a convergence in the industry is causing increased competition, a proliferation of service and product offerings.
As your firm faces an increase in competition for assets, the service you provide becomes the differentiator for your clients. Today, SunGard works with thousands of institutional and independent customers in the wealth management industry. These firms have realized that by utilizing an integrated technology platform to help link activities across the lifecycle, they are able to focus more time and energy on their clients’ needs rather than on underlying business processes.
Wealth Management Industry Recognition
- The Leading Provider among Front-office Service and Technology Vendors - SunGard's WealthStation - Aité, 2010
- Leading Provider for Broker Desktop/Wealth Management Systems - North America and Europe - SunGard's WealthStation solution - Gartner 2009
- Recognized Provider among U.S. Trust Accounting Applications – SunGard’s Charlotte, AddVantage and Global Plus – Gartner, 2009
“Positive” Rating for Broker Desktop/Wealth Management Systems, North America and Europe – SunGard’s WealthStation solution – Gartner, 2009
Leading Provider among Financial Planning Technology Vendors – SunGard’s WealthStation – Celent, 2008
#1 Vendor in Chartis Risk Tech 100 – Chartis Risk Tech 100, 2008
#1 capital markets category – FinTech 100, 2008
Best in Class Advisor Wealth Platform Provider – SunGard’s WealthStation – Aité, 2008
Leading Provider of Wealth Management Technology – SunGard’s Wealth Management business, Celent, 2007
Leading Provider of Trust Accounting Technology – SunGard’s Charlotte, AddVantage and Global Plus, Celent, 2007