20 October 2017

Trade Eagle live on SunGard WealthStation trading system

21 September 2010  |  2073 views  |  0 Source: SunGard

Trade Eagle, an affiliate of Ridgeway & Conger, Inc., has chosen SunGard's WealthStation Client Access solution to provide clients with online trading, research, charts and quotes.

Trade Eagle is a new online platform offering professional advisors (RIAs and IARs) an advisory service with a low minimum for assets under management, reduced trade fees and access to money managers and mutual funds.

Trade Eagle chose WealthStation Client Access for its intuitive navigation and ease of integration with the back-office via the firm's clearing provider. WealthStation Client Access is a scalable, turnkey solution for discount, full-service and regional brokerages, individual advisors and clearing organizations. It provides Trade Eagle advisors with a comprehensive, Web-based trading platform that also includes access to tax forms and position dashboards.

Rick Garber, marketing director at Trade Eagle, Clayton Lowell & Conger, Inc., said, "Trade Eagle caters to smaller advisors who are looking for lower fees and better service. We chose SunGard's WealthStation to help us get up and running quickly while keeping our overhead low, giving us the ability to offer competitive services and fees. Because WealthStation is a comprehensive advisor platform, we are confident it can support our long-term needs by helping us efficiently expand capabilities as our business evolves and grows."

Blaine Maxfield, executive vice president of SunGard's wealth management business, said, "Firms today are looking to provide superior service in a cost-effective manner in order to compete and grow. We're pleased that Trade Eagle has chosen WealthStation to offer advisors enhanced services by delivering a comprehensive online platform with the flexibility to grow along with the needs of its clients. WealthStation provides Trade Eagle with a cost-effective way to provide online trading capabilities with compliance support and back-office integration."

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.niceactimize.comvisit www.fivedegrees.nl

Top topics

Most viewed Most shared
Ripple looks to drive bank adoption with $300m XRP rebate programmeRipple looks to drive bank adoption with $...
16068 views comments | 12 tweets | 4 linkedin
satelliteGates Foundation backs Ripple collaboratio...
8286 views comments | 13 tweets | 10 linkedin
HSBC partners Bud for open banking trialHSBC partners Bud for open banking trial
7854 views comments | 21 tweets | 26 linkedin
IBM uses blockchain to improve cross-border payments processingIBM uses blockchain to improve cross-borde...
7278 views comments | 9 tweets | 17 linkedin
Sibos 2017: API or the highwaySibos 2017: API or the highway
6629 views comments | 10 tweets | 21 linkedin

Featured job

Competitive base, commission, benefits
London, UK

Find your next job