AddVantage Web Link Suite

AddVantage Web Link Suite helps you to satisfy your clients’ desires for account transparency by giving them the ability to view and transact through a secure, Web-based portal. AddVantage Web Link Suite shows historical and current transactions, holdings and balances. While AddVantage is branded to your organization’s standards, SunGard implements and maintains the customer portal.  Also, pension plan admins, plan sponsors and actuaries can view and download plan and participant payment information.

Features

  • Customizes and delivers statements and reports based on client preferences
  • Allows clients to download transaction and holding information
  • Allows clients to enter orders and execution details through optional Web trading module
  • Returns trade details to clients in real-time
  • Accommodates customers who enter trades through outside brokers
  • Streamlines and expedites trades when integrated with SunGard’s Transaction Network (STN)
  • Displays your organization’s brand and includes your marketing and product information

Benefits

  • Encourages client awareness by showing total account picture
  • Promotes your brand and builds customer confidence and loyalty
  • Increases transaction accuracy and reduces back-office workload
  • Satisfies clients by giving them the exact data they want in reports

Brochures & Datasheets

Related Products & Services

  • Investor's View

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

  • WealthStation

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

  • SunGard Transaction Network (STN)

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

  • AddVantage

    A Web-based asset management and trust accounting system for the back-office operations of banks and trust organizations with branches that require anytime access to information.

  • Global Plus

    A real-time, Web-based asset management and custody solution that supports wealth management, institutional trust and global custody operations for top-tier financial organizations, private banks and brokers.