Qualified Plan Consultants, Inc.
Read about how Qualified Plan Consultants' conversion to Relius Documents ASP helped to solve many of the company's accessibility issues, while also increasing efficiencies. [PDF, 181 KB]
Experience: Country Financial
Country Financial explains how SunGard’s WealthStation helps their advisors increase productivity and spend more one-one-one time with their clients, building their relationships. [PDF, 169 KB]
RBC Capital Markets: Embracing "The Big I"
Read about how RBC Capital Markets implemented WealthStation to integrate disparate systems and services. [PDF, 4.1 MB]
Experience: Gene Helm of Wright Investor's Service
Read about how Gene Helm of Wright Investor's Service uses SunGard solutions. [PDF, 369 KB]
Experience: Smithfield Trust Company Trusts SunGard
Read about how Smithfield Trust Company uses SunGard solutions for continued financial services automation and expansion. [PDF, 123 KB]
Experience: Jorge Arroyo
Read about how SunGard’s Relius and SGN gave Benefit Consultants Group the capability to compete with the big firms, while still offering small-firm service. [PDF, 158 KB]
Experience: Michael Calandra
Read about how SunGard’s Relius and SGN have brought near-complete automation to CMC Interactive. [PDF, 131 KB]
SunGard Featured in Journal of Corporate Treasury Management: Sally Hart
Read about how corporate treasurers can improve their capabilities by demanding greater transparency from counterparties and leveraging near real-time information on the financial health of the firms in which they invest. [PDF, 227 KB]