SunGard announced today that it has added new features to its wealth management platform that will make it easier for advisory firms to attract, service and grow client relationships.
WealthStation 3.0 includes a dashboard for advisors to view client and account activities and offers data sharing across applications. It also integrates trading, rebalancing and house holding functions. Workflow between different wealth management steps also has been improved.
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. The company, headquartered in Wayne, Pa., has more than 25,000 customers in more than 50 countries, including the world's 50 largest financial services companies.