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64 Results from /wealth, "SunGard"

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Fidelity and SunGard upgrade integrated trading and custody platform

Fidelity Investments and SunGard today announced the availability of several new services to their integrated trading and custody platform for trust institutions and third party administrators (TPAs), which utilizes the capabilities of the SunGard Transaction Network (STN).

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Hilliard Lyons renews SunGard WealthStation contract

SunGard announced today that Louisville, Kentucky-based Hilliard Lyons, part of The PNC Financial Services Group, has signed a multi-year contract renewal for SunGard's WealthStation.

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LBBW Schweiz goes live with SunGard for private banking

Zurich-based LBBW Schweiz AG, an independent subsidiary of LBBW Germany, has gone live on SunGard’s APSYS for front- to back-office wealth management private banking operations, using the outsourcing services of Wegelin & Co. Private Bankers.

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SunGard integrates Albridge consolidated data with PlanningStation

SunGard and Albridge Solutions announced today the completion of data integration between SunGard's financial modeling and planning solution and Albridge's consolidated client data.

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SunGard Advisor Technologies appoints Ronald Madey CIO

SunGard announced today that Ronald Madey has been appointed to the new position of chief investment officer for SunGard Advisor Technologies, a provider of investment management programs and wealth management platform solutions for financial services organizations.

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Albert Fried & Company goes live with SunGard Phase3

SunGard announced today that New York-based, self-clearing broker/dealer Albert Fried & Company has completed its implementation of SunGard's Phase3 multi-asset, multi-currency securities processing solution integrated with SunGard’s BRASS OMS and Allocations, Margin Advisor real-time margin tracking system, and WealthStation wealth management and broker platform for tax-lot accounting and correspondent trading.

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SunGard launches retirement income simulation module

SunGard announced today that it has released a new retirement income simulation and planning module that helps wealth management service providers better respond to growing client demands for a guaranteed retirement income distribution.

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Gruppo Ras licenses Sungard's Reech; Principal Funds upgrades to InvestOne Enterprise

Allianz's Italian group RAS SpA, today announced that it has selected SunGard's Reech FastVal and Reech REAL for the valuation of its structured products.

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SunGard and Wealth Management Systems agree joint marketing deal

SunGard announced today a joint marketing agreement between its ProNvest and Signix business units with Wealth Management Systems Inc. (WMSI), a leading provider of technology-based rollover services.

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SunGard enhances WealthStation platform

SunGard announced today that it has added unified managed account (UMA) capabilities to WealthStation, a wealth management technology solutions platform that helps financial advisors productively manage their high net worth clients’ assets.

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SunGard upgrades modelling technology for financial advisors

SunGard announced today that it has released a new version of PlanningStation, a financial modeling and planning solution for financial advisors.

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Adhesion Technologies taps SunGard manager research and due diligence system

SunGard announced today that Adhesion Technologies, the provider of the WealthADV Platform for independent registered investment advisors (RIAs), is using SunGard's Manager Research and Due Diligence service, a component of SunGard's Unified Overlay Management Program

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