Dow Jones Adviser combines market, investment and practice management news with commentary and analysis. By incorporating these web-based services onto its wealth management platform, SunGard will provide its advisers with access to specific, actionable information to help them better manage their businesses and improve their efficiency, according to a press release.
WealthStation currently provides tools for client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance.
Dow Jones Adviser combines news and information content from Dow Jones Newswires, The Wall Street Journal, Barron’s, MarketWatch and SmartMoney to provide news coverage across all asset classes. The integration of the two services will provides tailored content, available only to subscribers, on best practices for managing businesses and serving clients.