According to a news release, WealthStation provides adviser tool sets across each phase of the wealth management lifecycle to help wealth management firms assist their advisers with client service. Developed using SunGard’s Common Services Architecture (CSA), the platform can be deployed to support a single process such as financial planning, or as an end-to-end solution.
WealthStation’s modules include client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access, and compliance, the company said.
The system contains: 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.
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