Charlotte Data Integration

Reducing the manual processes in the trade lifecycle saves time and increases accuracy. Charlotte Data Integration provides a full suite of straight through processing (STP) products that help facilitate electronic trading from initiation to trade settlement. Fast, reliable automation means that personnel intervention happens on an exception basis. All products in the suite are designed to communicate across systems.

Features

  • Accepts trade entry from investment tools, automated interfaces or spreadsheets
  • Integrates with Investor'sView compliance activity and routes to SunGard Global Network (SGN) for execution
  • Helps enable trade settlement at the custodian without intervention from the point of original trade entry
  • Communicates with wealth management, custodian, regulatory, compliance, and investment tracking and reporting tools

Benefits

  • Reduces processing cycles through enhanced automation of trade communications
  • Saves time through allowing multiple methods of trade entry
  • Improves accuracy and minimizes risk by automating routing and execution
  • Reduces need for manual intervention thereby lowering operating costs

Brochures & Datasheets

Related Products & Services

  • 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.

  • 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 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.

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.