28 March 2015

Bank of Hawaii signs for SunGard wealth-management tech

27 January 2014  |  1375 views  |  0 Source: SunGard

As part of a multi-year agreement to continue its use of SunGard's AddVantage trust accounting solution, Honolulu-based Bank of Hawaii has added SunGard's Investor's View investment management, WealthStation financial planning, and Management Data Reporting (MDR) solutions to support the bank's growing wealth management business.

All four of these solutions integrate and will be used in a managed services environment to help Bank of Hawaii operate smarter, control risk, and increase growth through enhanced client service.

"As a customer for more than 20 years, we've been very pleased with SunGard's commitment to service and attention to meeting our company's needs. We strive to distinguish ourselves when it comes to serving our customers, and SunGard has consistently provided us with the tools needed to manage our current relationships and gain the confidence of new ones." - Wayne Hamano, vice chairman, Bank of Hawaii  

"Banks and wealth managers like Bank of Hawaii are looking to attract and retain clients by building relationships that bind clients to the organization, and appealing to many dimensions of each client's financial life. SunGard's wealth solutions are helping banks enhance workflows, generate sophisticated reporting, and provide clients with comprehensive service through integrated trust accounting, financial planning and investment performance modeling." - Mike Rogalski, president, SunGard's wealth & retirement administration business

  • SunGard's AddVantage was named best-in-class for Workflow Management and Enterprise Support in CEB TowerGroup's Trust Accounting Systems Technology Analysis (March 2013)
  • SunGard's Investor'sView was named best-in-class in three categories in CEB TowerGroup's Portfolio Management Technology Analysis (August 2012)
  • SunGard's WealthStation was named best-in-class in CEB TowerGroup's Financial Planning Software: Technology Analysis (February 2012)

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