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64 Results from /wealth, "SunGard"

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SL Hare Capital to provide SunGard STN to customers

SL Hare Capital, a Los Angeles-based investment banking firm and certified Disabled Veteran and Minority-Owned Business Enterprise, will provide the SunGard Transaction Network's (STN) Money Market portal to its customers, which include public utilities, corporations, government, and colleges and universities.

/wealth

SunGard ships ASP version of Charlotte

SunGard now provides application service provider (ASP) delivery of its Charlotte trust accounting system for portfolio management, securities processing, performance reporting and regulatory compliance.

/wealth

Ziegler signs for SunGard compliance and surveillance system

Ziegler Wealth Management (symbol: ZGCO), a full service regional broker-dealer based in Chicago, is using SunGard's Protegent Surveillance for company-wide compliance, surveillance and regulatory processing.

/wealth

SunGard upgrades wealth management platform

SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client relationships.

/wealth

FolioDynamix buys SunGard Advisory Technologies

Privately held FolioDynamix, a driver of innovation in unified managed accounts technology and services, today announced its acquisition of SunGard Advisory Technologies Inc. (SAT), a provider of investment management programs and wealth management platform solutions to financial services organizations nationwide.

/wealth

SunGard launches compliance dashboard; upgrades WealthStation

SunGard has released StreamCore Compliance Dashboard, a vendor-neutral compliance solution that helps broker-dealers meet transparency and supervision requirements throughout the clearance and settlement process.

/wealth

Baumann & Cie Banquiers Basel selects SunGard's Apsys

SunGard today announced that Baumann & Cie Banquiers Basel, a Swiss private bank and investment manager serving private and institutional clients, has chosen Apsys, part of SunGard's Ambit banking solution suite, to provide it and its subsidiary bank Trafina Privatbank AG with a central core banking system, featuring integrated straight-through processing, multi-entity and front-office advisor capabilities. Apsys is a solution that provides fully integrated front-to-back-office processing for wealth management and private banking operations (www.sungard.com/apsys).

/wealth

ACH Securities deploys SunGard Apsys

SunGard today announced that ACH Securities S.A. (ACH), a Swiss licensed securities dealer based in Geneva, has implemented SunGard's Apsys for front- to back-office operations, private client wealth portfolio management and client and regulatory reporting.

/wealth

SunGard upgrades Apsys

SunGard today announced the launch of the next generation of its Apsys core banking solution for private banks and wealth management firms with over 500 users.

/wealth

Beneficial Financial rolls out SunGard's WealthStation

SunGard announced today that Beneficial Investment Services, Inc. (BIS), a wholly owned subsidiary of Beneficial Financial Group, has implemented the financial planning capabilities of SunGard's WealthStation.

/wealth

Coconut Grove Bank deploys SunGard's WealthStation

SunGard announced today that Miami, Florida-based Coconut Grove Bank has implemented SunGard's WealthStation.

/wealth

SunGard signs ACH Securities to Apsys

SunGard today announced that ACH Securities S.A. (ACH), a Swiss licensed securities dealer based in Geneva, has selected SunGard's Apsys for front- to back-office operations, private client wealth portfolio management and client and regulatory reporting.

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