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 Transaction Network (STN)
  • 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

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