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 Global Network (SGN)
  • 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

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  • Global Plus

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SGN Brokerage Services offered in the United States are provided by SunGard Institutional Brokerage Inc., Member FINRA / SIPC .

SGN Brokerage Services offered throughout Europe, the Middle East, Africa and Asia Pacific are provided by SunGard Global Execution Services Limited which is authorised and regulated by the Financial Services Authority, No. 469919 • Incorporated and registered in England and Wales No. 3127109 • Registered Office: 25 Canada Square, London E14 5LQ

SunGard Global Execution Services Limited (ARBN No. 132 508 742) is exempted from licensing under Australia Securities & Investments Commission Class Order 03/1099 and is regulated by the Financial Services Authority under UK laws, which differ from Australian laws.