Investor's View

The portfolio management products within SunGard's Investor’sView 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 is expanded to include trade-order management also. With Investor’sView, the software can be upgraded and shared with others at the same institution. These products require minimal internal resource commitment, and are scaled and customized to meet specific needs. Using Investor'sView Essential or Investor'sView Premium can help improve business performance and strengthen client relationships, because they give 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

What We Offer

  • Investor'sView

    A browser-based, real-time portfolio management solution for regional and community banks and the trust industry.

Brochures & Datasheets