Charlotte

The face of wealth management is changing and operating successfully may necessitate new approaches to managing and growing your business.  Incorporating portfolio management, securities processing, performance reporting and regulatory compliance, SunGard’s Charlotte, a trust and investment management system, can help your firm effectively compete.

With SunGard's Charlotte system, you have the core technology and system connections you need to help extend your reach, make sense of the details and foster new connections. Charlotte's open design, functionality and user-friendly flexibility puts you in control of your data and gives you and your staff the tools to perform more effectively:

  • Provides straight-through, end-to-end processing and integrated workflow processes
  • Offers automatic cash management, fee calculations and custom reporting packages
  • Displays real-time position and cash balances
  • Processes trades, settlements and corporate actions
  • Streamlines investment processes, securities processing routines and operations workflow
  • Integrates security custodial activity

Charlotte can also help your business stay linked to clients with advanced reporting and communication tools.   Furthermore, with redundancy, disaster recovery and business continuity provided through SunGard’s Availability Services, you can be confident your data is protected.

What We Offer

  • Charlotte Customer Access

    A secure, Web-based reporting portal for your client’s account access.

  • Charlotte Data Integration

    A suite of products that help enable transactions to be conducted electronically from initiation to trade settlement.

  • Charlotte Front Office

    A real-time browser-based solution for investment and administrative staff that manages client information and generates customizable reports.

  • Charlotte Trust Accounting

    A trust accounting solution for managing the cash and assets of the clients of community banks and trust companies.

  • Custody Services

    A custody services that includes an automated Interface between the trust and custody systems and personal Custody Account Administrator completely knowledgeable of all aspects of securities processing, trust and, trust systems.

Mobile Solutions

  • Mobile Meeting

    Mobile Meeting provides financial presentation capabilities on a computer tablet device to help enhance communication and collaboration between advisors and their clients.

Brochures & Datasheets

Related Products & Services

  • Investor'sView

    Web-based software that integrates with regional bank, community bank and trust accounting systems.

  • SunGard Global Network (SGN)

    A trade automation and connectivity solution that links institutions throughout the financial services value chain, facilitating the purchase and sale of many securities types.

  • WealthStation

    An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.