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64 Results from /wealth, "SunGard"

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Generali Vie goes live on SunGard

Generali Vie, a French life insurance company that is part of the Generali Group, has gone live on SunGard’s IntelliMatch Operational Control solution to manage its cash and securities reconciliations from a single, centralized enterprise platform.

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SunGard adds financial planning apps to Windows Store

SunGard, in collaboration with Microsoft Corp., has launched a series of five financial planning applications, available through Windows Store, to help individuals improve their ability to reach their financial and retirement savings goals.

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PKB Privatbank implements SunGard Ambit private banking suite

PKB Privatbank (PKB), a Swiss private bank headquartered in Lugano, has implemented SunGard’s Ambit Private Banking solution suite to acquire greater flexibility, operational efficiency and agility to support the bank’s long-term growth strategy.

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SunGard moves into managed accounts business

SunGard has expanded into the managed accounts business with the launch of an integrated managed investment solution, and the implementation of Minnesota-based community bank Union Bank & Trust.

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Metropol Partners rolls out SunGard Ambit CIM

Metropol Partners AG, an external asset management company based in Zurich, has implemented the Ambit Client Information Management solution (Ambit CIM) from SunGard's private banking suite.

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Bank of Hawaii signs for SunGard wealth-management tech

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.

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Maxim Group goes live with SunGard VPM

Maxim Group, a full service investment banking and brokerage firm providing services to hedge funds, investment advisors, family offices and high net worth individuals has selected SunGard's VPM.

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SunGard launches WealthStation CompAct financial planning tech

SunGard has launched WealthStation CompAct, a new financial planning solution that gives advisors the ability to produce results-based, holistic financial plans quickly, simply and interactively.

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SunGard unveils advisor tool for tracking clients' financial goals

SunGard has released WealthStation Plan Track, a financial planning tool that gives advisors the ability to illustrate how clients' financial plan projections compare to their actual account performance over time.

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Scottrade selects SunGard Loanet for trading automation

SunGard's Loanet solution suite supports Scottrade, Inc., a leading online investing firm, with its expanding securities finance automation requirements.

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SunGard and Oddo partner to run Ambit on BPO platform

SunGard and Oddo Services Switzerland have collaborated to deliver SunGard's Ambit Private Banking solution on a business process outsourcing (BPO) platform.

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SunGard unveils Mobile Meeting for Financial Planning

SunGard has launched Mobile Meeting for Financial Planning as part of its comprehensive wealth management mobility strategy to help advisors strengthen their client relationships.

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