Source: INDATA
INDATA, the industry-leader in advanced enterprise software solutions for investment management firms, today announced that 1st National Wealth Management, based in Phoenix, AZ is now live with the INDATA I.M.S. Precision Trading Solution through an interface with the SunGard Charlotte Trust Accounting solution.
"Having launched our Division in March of 2004, we knew that it would be important to put a trade order management system in place to accommodate our growth in assets," commented Mike Weigel, Senior Vice President, First National Wealth Management. "Now that the INDATA system is in place, we are able to completely automate our trading process which allows us to focus on our investments and maximize our client relationships," he added.
"For SunGard Charlotte Trust Accounting clients, the INDATA I.M.S. system provides a complementary suite of products for compliance, trade order management, portfolio management and CRM at a competitive cost," commented David Csiki, Managing Director of INDATA. "We welcome 1st National Wealth Management to our fast growing list of clients," he added.