AddVantage Investment Suite

The AddVantage Investment Suite helps portfolio managers to effectively manage client assets. Electronic, in-house communication capabilities streamline workflows to help enhance transaction efficiency.  Modeling and flexible trading tools allow for nimble management of accounts while automated Investment Compliance takes the work out of the regulatory review process.

Features

  • Provides fully automated and ad-hoc portfolio modeling and rebalancing tools
  • Provides straight-through-processing of trades through integration with SunGard Global Network (SGN)
  • Allows for custom workflows tailored to specific transaction and approval paths 
  • Includes fields to capture meeting notes for enhanced customer relationship management
  • Delivers real-time, on-demand investment analysis, tax analysis and portfolio views down to the tax lot level
  • Consolidates multiple relationships to show a client’s total net worth
  • Provides compatibility  with performance measurement, third party solutions and standard office products

Benefits

  • Provides both clients and portfolio managers with visibility into both total net worth and specific investment data to help improve decision making
  • Includes tools allowing quick response to changing market conditions

Brochures & Datasheets

Related Products & Services

  • Investor's View

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

  • 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.

  • 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.

  • 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.

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.