Alerus Retirement Solutions Case Study
Alerus Retirement Solutions needed the ability to administer model portfolio plans for approximately 150 clients. They needed a solution that would allow their existing recordkeeping and trading systems to integrate seamlessly while keeping the web presence consistent for past client reporting expectations. Alerus chose SunGard's Omni Trading Model Portfolio solution because of its robust and interactive web features that seamlessly integrated with their existing Omni defined contribution and trading platforms. Download the case study to learn more about Alerus' results since partnering with SunGard.