SunGard is integrating Dow Jones & Company's Web-based market, investment and practice management news, commentary and analysis with SunGard's WealthStationwealth management platform.
As an optional service, WealthStation's integration with Dow Jones Advisergives wealth management professionals seamless access to specific, actionable information to help them better manage their businesses and their clients' portfolios, and enhance their efficiency in delivering improved service in an increasingly demanding environment.
Delivered through a Web-based interface, WealthStation provides tools for client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance. Dow Jones Adviser combines premium news and information content from Dow Jones Newswires, The Wall Street Journal, Barron's, MarketWatch and SmartMoney to provide news coverage across all asset classes. WealthStation's integration with Dow Jones Adviser provides tailored content, available exclusively to subscribers, on advisor best practices for managing businesses and serving clients. In addition, Dow Jones Adviser formulates key talking points for advisors, helping enable more meaningful conversations between advisors and their clients about the impact of current market events on client investments.
Joe Cappitelli, vice president and managing director of retail and private banking at Dow Jones, said, "In today's environment, advisors must focus on their clients and service them in a personalized and efficient manner. By seamlessly integrating Dow Jones Adviser's news, insight and intelligence tailored for financial advisors with WealthStation,we are helping SunGard's customers to act faster and smarter when advising clients and managing their practices."
Melissa Cullen, executive vice president for SunGard's wealth managementbusiness, said, "SunGard is helping financial advisors become better informed and educated on financial planning topics and news as it occurs. By integrating Dow Jones Advisor content with WealthStation in a seamless, single sign-on env environment, advisors have instant access to the information they need, through one integrated platform."