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64 Results from /wealth, "SunGard"

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Intrust Wealth Management deploys SunGard WealthStation fund source

Intrust Wealth Management, a division of Intrust Bank N.A., has implemented SunGard's WealthStation fund source, an investment monitoring and reporting solution for plan advisors, financial consultants and third-party administrators (TPAs) in the retirement plan industry.

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Legent Clearing offers SunGard tech to correspondent brokers

Legent Clearing LLC, an independent provider of clearing services, is offering SunGard's WealthStation Financial Planning and MarketMap for Advisors solutions to its correspondent clients.

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Wegelin Fondsleitung goes live with SunGard's Asset Arena

Wegelin Fondsleitung AG has completed its implementation of Asset Arena Investment Accounting, SunGard's global investment accounting and reporting solution. Wegelin is the fund accounting arm of Wegelin & Co., Switzerland's oldest private bank, which specializes in customized wealth management and retirement planning solutions and manages client assets of more than CHF 26 billion.

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Finter Bank Zurich implements SunGard Ambit Apsys

Finter Bank Zurich, a Swiss private bank providing investment advisory services and portfolio management to private clients, has completed its implementation of SunGard's Ambit Apsys Private Banking solution.

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SunGard launches MyWealthSeries SaaS

SunGard has launched MyWealthSeries, a set of online financial planning tools for advisors to offer their clients and prospects from their own Web sites.

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Fiduciary Trust Company rolls out SunGard wealth management tech

Boston-based Fiduciary Trust Company has implemented several SunGard solutions integrated with SunGard's Global Plus asset management and custody solution to help expand its automated trading, portfolio management, account review, compliance processing and performance reporting capabilities.

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SunGard enhances Roth IRA analysis capabilities for WealthStation

SunGard has enhanced its Roth IRA analysis capabilities for its WealthStation wealth management platform to accommodate new conversion rules taking effect on January 1, 2010.

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AmInvestment Bank's funds management unit chooses SunGard APT

The Funds Management Division (FMD) of AmInvestment Bank Group, a leading Malaysian financial services firm, has selected SunGard's APT to help support its multi-asset risk modeling, fund risk analysis and fund services reporting activities.

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BB&T expands use of SunGard WealthStation and AddVantage

Branch Banking & Trust (BB&T) has expanded its use of SunGard's WealthStation wealth management platform and AddVantage asset management and trust accounting system to enhance its investment offerings and services to its clients.

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SunGard reports Quad City Bank & Trust implementation

Iowa-based community bank Quad City Bank & Trust has implemented SunGard's Charlotte trust and investment management system integrated with SunGard's iWorks Enterprise Accounting System (EAS) to help support the launch of the bank's new family office services.

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RBC to Roll Out SunGard's WealthStation to advisors and correspondents

Clearing and custody providers RBC Correspondent Services and RBC Advisor Services, divisions of RBC Capital Markets Corporation, will implement SunGard's WealthStation to provide RBC's correspondent firms and registered investment advisors (RIAs) with an integrated wealth management platform that enhances their ability to acquire, service and grow their client relationships. RBC will roll out the SunGard platform, private-labeled "RBC WealthStation," to its correspondent and RIA firms across the U.S.

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SunGard and RBC Dexia team on fund trading and settlement for global markets

SunGard and RBC Dexia Investor Services, one of the world's largest fund transfer agents, have collaborated to provide an automated fund trading and settlement solution for global markets.

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