Enhancements to its WealthStation wealth management platform to help firms attract, service and grow client relationships have been unveiled today by SunGard. Intuitive workflows across each step of the wealth management continuum to help improve productivity; a dashboard for viewing client and account activities; data sharing across applications to help streamline processes; and the integration of trading, rebalancing and house holding capabilities are features included in WealthStation 3.0.

Senior analyst at Aite Group, Adam Honoré, stated: “In our wealth management and online technology research, improved usability is the most frequent enhancement requested by financial advisors. By integrating wealth management with trading, a better mix of graphical elements and text, and a focus on workflow, the newest version of WealthStation indicates that SunGard is listening.”

To help wealth management firms assist their advisors with client service, WealthStation provides enterprise and advisor tool sets across each phase of the wealth management lifecycle. Effectively servicing clients has become a critical differentiator, as competition for assets increase, and investors become more sophisticated and expect higher service levels. WealthStation’s tools for trading, proposal generation, client acquisition, rebalancing and ongoing services are an important competitive asset to wealth management firms seeking to grow their businesses through enhanced client service.

WealthStation, developed using SunGard’s Common Services Architecture (CSA), can be deployed to support a single process such as financial planning or as an end-to-end solution. WealthStation’s modules include asset allocation, investment management, financial planning, client management, data aggregation, trading and rebalancing, reporting, client access and compliance.