Investor'sView

The portfolio management products within SunGard's Investor’sView solution handle real-time portfolio management, regulatory compliance and performance reporting. These capabilities are included in both the standard essential version and the premium version, which also offers trade order management functionality. 

Investor’sView can be upgraded and shared with colleagues at the same institution. It requires minimal internal resource commitment and is scaled and customized to meet specific needs. Using Investor'sView can help improve business performance and strengthen client relationships by giving you:

  • A customized, organization-level dashboard
  • Defined rules, policies and tolerances
  • Trade management and execution
  • Advanced features for compliance
  • Reporting, including report package creation and report delivery
  • Advanced modeling through open architecture

 

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