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Wealth management



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SunGard has enhanced its wealth management platform, WealthStation, to help firms attract, service and grow client relationships.  The company reports WealthStation 3.0 includes:

  • a dashboard for viewing client and account activities;
  • intuitive workflows across each step of the wealth management continuum to help improve productivity;
  • data sharing across applications to help streamline processes; and
  • the integration of trading, rebalancing and house holding capabilities.

Further, says SunGard, WealthStation 3.0 provides enterprise and advisor tool sets across each phase of the wealth management lifecycle to help wealth management firms assist their advisors with client service.