As a wealth manager, your main focus is on acquiring, servicing and growing your client relationships. However, time-intensive processes often limit your availability. SunGard’s WealthStation solution helps provide you with the tools you need to attract and grow assets without sacrificing the support needs of your clients.
Delivered through a web-based interface, WealthStation provides a modular, flexible front-office platform. It offers tools for client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance. Whether deployed to support one function or process or as a complete end-to-end solution, SunGard’s WealthStation can help you enhance performance and provide superior client service.
Used by banks, trust companies, brokerage firms, insurance companies and independent wealth management firms, WealthStation provides integrated tools and services to help you and your clients achieve success. WealthStation:
- Provides a holistic, client-centric view, including held-away upload features
- Aggregates holdings and real assets
- Enables third-party, middle- and back-office integration
- Supports real-time collaboration between you and your clients