WealthStation - Global

WealthStation is a multi-lingual, multi-regional solution that offers financial planning and portfolio management capabilities to retail and private banks, trust companies, brokerage firms, insurance organizations, family offices and independent advisory firms.

WealthStation gives portfolio managers and advisers access to various levels of financial planning, asset allocation, trading, investment selection, portfolio management, reporting and client management information — all of which integrate with your systems. It also provides a complete set of relationship management tools to help users remain informed and responsive in their work.

With the ability to be combined and deployed to address different client types, needs and levels of service sophistication, WealthStation’s various capabilities include: 

Client Management

  • WealthStation’s account-centric, client-centric and consolidated account capabilities support your advisors’ new sales and account management activities. They allow users to select how they view and report information, receive alerts and perform actions. Data aggregated from your customer relationship management (CRM) system delivers a holistic view of a client’s holdings, including gross or detailed information about assets, liabilities, income and expenses, and unlimited held-away assets.

Financial Planning

  • Basic Financial Planning — WealthStation delivers tools that help advisers support clients that require basic financial planning, asset allocation, advice and service.

  • Complex Financial Planning — WealthStation can take client service beyond the basics to helping clients define goals and funding sources, as well as delivering planning models for meeting specific financial needs for accumulation, education, retirement, survivor needs or major purchases.

  • Full Investment Management — WealthStation can support the needs of your most sophisticated investor who demands more personalized service, including in-depth planning, individual asset allocation, risk and scenario analysis, proposal generation, investment selection and more.

Portfolio Management

  • WealthStation delivers portfolio management, pre-trade compliance, regulatory compliance, trading and rebalancing. These tools work in real-time, portfolio management environments that help firms manage client investments effectively and efficiently. This gives you the ability to realign a portfolio’s asset mix against a model as it drifts beyond pre-established tolerance levels, receiving automatic trade alerts as appropriate.

Reporting

  • Whether you use WealthStation’s financial planning capabilities, portfolio management or both, the system’s reporting module allows you to choose standard or configurable packages for reporting to clients and to management. These report packages can deliver both consolidated and overview information.

Additional services and individualized programming are also available. Should your organization shift its business model, SunGard can offer relevant services from discreet, critical workflow elements to a fully integrated, end-to-end suite, uniquely scaled to size and demand.

Whether deployed to support a single level of service or as a complete solution for operations and communications, WealthStation helps streamline processes and improve productivity.

Brochures & Datasheets