Stream Portal for Stream InTrader
With SunGard's Stream Portal solution, you can achieve significant time and cost savings, add value to the service you provide to your clients, and improve strategic selling. Available to any Stream InTrader customer, this secure, turnkey solution makes Stream InTrader documents, risk and portfolio performance analysis, messaging and more available to your clients and affiliates on a SunGard-hosted basis.
Features
- Delivers documents in real-time or overnight
- Can distill documents from Stream InTrader into a format suitable for customer access, such as a PDF
- Provides your clients' investment portfolio reports as a single PDF
- Notifies clients by e-mail when documents become available
- Supports commercial-grade graphics for use during board meetings and executive presentations
- Provides activity monitoring and a straight-through interface for effecting transactional and maintenance activities in Stream InTrader
- Provides local storage access to all documents
Benefits
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Provides easy and immediate access to client and affiliate documents
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Reduces costs by eliminating the need to print and mail documents
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Helps ensure security through a robust permissioning and auditing system
- Reinforces branding through white labelling and the addition of contact information and graphics
- Reduces phone and fax activity, as well as errors, through the Messenger automated two-way messaging platform