WealthStation

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 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 & 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 hundreds of thousands of customers, including 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:

Provides a holistic, client-centric view, including held-away upload features
Aggregates holdings and real assets
Enables third-party, middle- and back-office integration
Allows for real-time, advisor-client collaboration

What We Offer

For Independent Advisors

MyWealthSeries
With MyWealthSeries, advisors give clients access to powerful tools from their own Web site. As a subscription service, MyWealthSeries leverages SunGard’s WealthStation financial planning concepts and calculators.
WealthStation for Independent Advisors and Wealth Managers
A complete planning system for today’s financial professionals that integrates financial planning and asset allocation into a single, packaged system, available for purchase online, as Software-as-a-Service.

For Institutional Wealth Managers

WealthStation Asset Allocation
A module through which investment advisors develop financial profiles, generate simulations, optimize portfolios and create specific implementation proposals.
WealthStation Client Access
WealthStation Client Access gives firms and independent advisors the ability to provide prospects and clients with secure, Web-enabled access to data and collaborative tools for financial planning, asset allocation and trading.
WealthStation Client Management
A module that helps with servicing existing clients, winning accounts more frequently and receiving faster, more efficient access to pertinent client data.
WealthStation Financial Planning
A module that integrates multiple financial planning tools in a single, Web-based, front-office platform.
WealthStation Investment Management
A module that includes asset selection and proposal generation for the creation of tailored plans based on each client’s unique needs, goals, tolerances and objectives.
WealthStation Trading & Rebalancing
A module through which advisors can plan and execute trades of multiple asset classes via secure connections in real-time to brokerages or back-offices which can reach all major service bureaus.

Tax Lot Accounting

Cost Basis Reporting Engine
An integrable, robust tax lot accounting solution that provides systematic and automatic calculations of both realized and unrealized gain/loss information based on your transactional data.