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AddVantage

AddVantage is a real-time, browser-based solution for asset management and trust accounting that delivers large-volume, straight-through processing from front-to back-office operations. AddVantage helps enhance your ability to manage growth, increase profits and improve profitability with automated workflow management, investment tools and reporting capabilities. Organizations with multiple institutions and branches benefit from access to real-time information 24/7.

• Operates through Microsoft ® Web browser and delivers robust security through Windows® advanced server
• Provides straight-through, end-to-end processing of trades and integrated workflow processes
• Processes with in-house installation and application service provider (ASP) delivery modes
• Supports all standard and multiple alternative asset types, trade data with accruals and flexible “as of” reporting
• Delivers customizable input forms and standard format import/export of transactions and data
• Supplies modeling, asset allocation, investment compliance and flexible trading investment tools
• Allows for growth with multi-threading and deployment over multiple servers
  

What We Offer

• AddVantage Administrator Suite

  A browser-based asset management and sales tool for managing client information.

• AddVantage Investment Suite

  A set of browser-based wealth management tools for managing client portfolios.

• AddVantage Trust Accounting

  A real-time trust accounting solution for managing the cash and assets of the clients of domestic mid-level banks and trust companies.

• AddVantage Web Link Suite

  A branded Web site through which clients receive real-time access to portfolios and trade initiation over the Internet.

Brochures & Datasheets

• SunGard's Data Aggregation Service [PDF, 127 KB]
• AddVantage First Rate Overview [PDF, 429 KB]
• Wealth Management Solutions for Banks & Trust Organizations [PDF, 430 KB]
• AddVantage Statement Plus Overview [PDF, 94 KB]
• AddVantage Trade Order Entry [PDF, 51 KB]
• AddVantage Web Link Suite [PDF, 2377 KB]

Related Products & Services

• Global Plus

  A real-time, Web-based asset management and custody solution that supports wealth management, institutional trust and global custody operations for top-tier financial organizations, private banks and brokers.

• Investor's View

  Web-based software that integrates with regional bank, community bank and trust accounting systems.

• SunGard Transaction Network (STN)

  A trade automation and connectivity solution that links institutions throughout the financial services value chain, facilitating the purchase and sale of many securities types.

• WealthStation

  An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.