20 February 2018
visit www.nextgenbanking.co.uk/

SunGard wins Wells Fargo wealth contract

17 December 2001  |  3734 views  |  0 SunGard wins Wells Fargo wealth contract

Lowry Hill, the high value wealth management division of Wells Fargo, has implemented SunGard's Global Plus solution across its asset management business.

Under the five-year agreement, the wealth management firm will use Global Plus on an application service provider (ASP) basis to provide a higher level of customisation for customer relationship management. The AddVantage Web Access product will be used as an online delivery channel to provide account and transaction information to clients.

Julie Krieger, chief financial officer for Lowry Hill, sates: "We selected Global Plus because of its ability to customise the software to meet our clients' diverse needs. Specifically, the system's global securities functionality was a great fit for clients with global holdings."

Krieger says the ASP arrangement was appealing, "because we can allocate fewer internal resources to the system and remain focused on serving our clients".

Lowry Hill focuses on managing the assets of high net worth individuals, private family foundations, and charitable trusts. The firm requires $10 million of liquid assets to begin a relationship.

Comments: (0)

Comment on this story (membership required)

Finextra news in your inbox

For Finextra's free daily newsletter, breaking news flashes and weekly jobs board: sign up now

Related stories

Japan's Hachijuni Bank implements SunGard Global Trader

Japan's Hachijuni Bank implements SunGard Global Trader

14 December 2001  |  2994 views  |  0 comments
SunGard to link Jefferies' NY and London trading desks

SunGard to link Jefferies' NY and London trading desks

10 December 2001  |  3486 views  |  0 comments
SunGard Trading and Risk wins Ceca and Komercni Bank

SunGard Trading and Risk wins Ceca and Komercni Bank

06 December 2001  |  3619 views  |  0 comments
Brief: Credit Suisse chooses SunGard exception processing software

Brief: Credit Suisse chooses SunGard exception processing software

04 December 2001  |  4122 views  |  0 comments
BankWest selects SunGard for treasury and risk management

BankWest selects SunGard for treasury and risk management

30 November 2001  |  3962 views  |  0 comments
LWCO chooses SunGard for e-statements

LWCO chooses SunGard for e-statements

30 November 2001  |  3616 views  |  0 comments
Old Mutual chooses SunGard for pension administration

Old Mutual chooses SunGard for pension administration

28 November 2001  |  4915 views  |  0 comments
Wells Fargo licenses Financial Fusion Server

Wells Fargo licenses Financial Fusion Server

26 November 2001  |  3182 views  |  0 comments
CFF selects SunGard for risk management

CFF selects SunGard for risk management

20 November 2001  |  3215 views  |  0 comments
SunGard Investment Management bags two new clients

SunGard Investment Management bags two new clients

07 November 2001  |  3840 views  |  0 comments
Wells Fargo introduces online financial literacy programme

Wells Fargo introduces online financial literacy programme

30 October 2001  |  3456 views  |  0 comments
SunGard wins Citic, opens Beijing office

SunGard wins Citic, opens Beijing office

25 October 2001  |  4354 views  |  0 comments
Eksportfinans selects SunGard Panorama

Eksportfinans selects SunGard Panorama

24 October 2001  |  3349 views  |  0 comments
Brief: Wells Fargo extends partnership with eFunds

Brief: Wells Fargo extends partnership with eFunds

23 October 2001  |  4794 views  |  0 comments

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.swift.com/your-needs/instant-paymentsVisit http://info.nice.comvisit www.nextgenbanking.co.uk

Top topics

Most viewed Most shared
Saudi central bank provides sandbox for banks to try out Ripple techSaudi central bank provides sandbox for ba...
11703 views comments | 16 tweets | 12 linkedin
ABN Amro moves escrow accounts to the blockchainABN Amro moves escrow accounts to the bloc...
9320 views comments | 15 tweets | 13 linkedin
ECB launches staunch defence of cashECB launches staunch defence of cash
9154 views 10 comments | 22 tweets | 26 linkedin
Coinbase and Visa at loggerheads over erroneous charges on customer crypto accountsCoinbase and Visa at loggerheads over erro...
7867 views comments | 13 tweets | 11 linkedin
FCA explores creation of global sandboxFCA explores creation of global sandbox
7238 views comments | 19 tweets | 18 linkedin

Featured job

Find your next job