Wealth Management

Managing and growing assets has brought new complexities and exciting opportunities for investors and wealth management service providers alike. The face of wealth management is changing, bringing with it  a growing population of retirees and high-net worth individuals. Meanwhile a convergence in the industry is causing increased competition, a proliferation of service and product offerings.

As your firm faces an increase in competition for assets, the service you provide becomes the differentiator for your clients.  Today, SunGard works with thousands of institutional and independent customers in the wealth management industry. These firms have realized that by utilizing an integrated technology platform to help link activities across the lifecycle, they are able to focus more time and energy on their clients’ needs rather than on underlying business processes. 

  • Approximately 2,500 customers use SunGard's wealth management platforms
  • SunGard processes 500,000 transactions per day on its accounting platforms
  • Some 600 customers, managing more than 650,000 accounts equaling more than $3.4 trillion in assets, use SunGard’s accounting platforms
  • STN connects approximately 1,900 asset managers, 650 issuers, 270 broker-dealers representing 500 global trading destinations

Brokerage services of SunGard's Wealth Management businesses are provided by SunGard Institutional Brokerage Inc., Member FINRA / SIPC .

If Your Role Is… And Your Needs Are… View These Products
Asset Manager
  • Trade management & connectivity
  • SWIFT messaging
  • Transaction cost analysis
  • Trust & portfolio accounting
  • Investment management
  • Compliance
Benefit Plan Administrator
  • Trade management and connectivity
  • Mutual fund processing and custody
  • Daily administration
  • Documents
  • 404c Compliance
  • Proposals
Custodian Corporate Trust
  • Trade management & connectivity
  • Securities processing, lending & financing
  • Custody administration
  • Fund accounting
  • Regulatory and client reporting
Institutional Trader
  • Trade management & connectivity
  • Transaction cost analysis
  • Post-trade messaging
Investment Advisor
  • Integrated wealth management platform
  • Financial panning
  • Client acquisition
  • Asset allocation
  • Investment management
  • Trading & rebalancing
Mutual Fund Manager
  • Trade management & connectivity
Private Bank Manager
  • Financial planning
  • Comprehensive view of clients and relationships
  • Investment management
  • Portfolio optimization
  • Asset allocation
  • Trading & rebalancing
  • Portfolio accounting
Retail Brokerage
  • Wealth management platform
  • Financial planning
  • Investment management
  • Asset allocation
  • Quantitative modeling
  • Trading & rebalancing
Retail, Commercial Bank Manager
  • Trade management & connectivity
  • Wealth management platform
  • Trust and portfolio accounting
  • Investment management
  • Compliance
Treasury, Investment Manager
  • Multi-currency investment portal
  • Investment tracking and reporting
  • Sarbanes Oxley compliance tools
Broker-Dealer
  • Trade management & connectivity
  • Pre-trade compliance
  • Portfolio management
  • MIS performance reporting
Trust Bank
  • Trust and custody services
  • Financial planning
  • Asset allocation
  • Benefit, pension and retirement planning support and expertise
  • Trade execution
  • Reporting
  • Accounting
  • Business workflows
Product Description
AddVantage A Web-based asset management and trust accounting system for the back-office operations of banks and trust organizations with branches that require anytime access to information.
Charlotte A trust accounting and investment management solution for independent banks and trust companies providing portfolio management, securities processing, performance reporting and regulatory compliance.
Global Plus A real-time, Web-based asset management and custody solution that supports wealth management, institutional trust and global custody operations for top-tier financial organizations, private banks and brokers.
Investor's View Web-based software that integrates with regional bank, community bank and trust accounting systems.
SunGard Transaction Network (STN) A trade automation and connectivity solution that links institutions throughout the financial services value chain, facilitating the purchase and sale of many securities types.
WealthStation An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.