Wealth & Retirement Administration
Managing and growing assets has brought new complexities and exciting opportunities for investors and wealth management service providers alike. The face of wealth management is changing, bringing with it a growing population of retirees and high-net worth individuals. Meanwhile, a convergence in the industry is causing increased competition, a proliferation of service and product offerings.
As your firm faces an increase in competition for assets, the service you provide becomes the differentiator for your clients. Today, SunGard works with thousands of institutional and independent customers in the wealth management industry. These firms have realized that by utilizing an integrated technology platform to help link activities across the lifecycle, they are able to focus more time and energy on their clients’ needs rather than on underlying business processes.
- 2,000 asset managers, 650 issuers and 500 broker dealers representing 850 global trading destinations are connected to SGN.
- 50 million retirement accounts are processed on SunGard's benefit administration systems.
- $4.5 trillion in assets are managed on SunGard's accounting platforms.
- More than 100,000 advisors use SunGard's wealth management software.
- Approximately 5,000 customers use SunGard's wealth management solutions.
||A Web-based asset management and trust accounting system for the back-office operations of banks and trust organizations with branches that require anytime access to information.
||A trust accounting and investment management solution for independent banks and trust companies providing portfolio management, securities processing, performance reporting and regulatory compliance.
||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.
||Web-based software that integrates with regional bank, community bank and trust accounting systems.
||A suite of retirement plan administration solutions that includes recordkeeping, trading and reconciliation, check writing, and benefit disbursement processes for domestic and international plans.
||An integrated retirement plan recordkeeping solution used by third-party administrators, banks, insurance companies, CPAs, attorneys and corporations.
|SunGard Global Network
||SGN supports global, multi-asset class, institutional trading, by connecting sell-side and buy-side firms, as well as exchanges and ECNs.
|TAPS (Total Investment Accounting and Portfolio Management System)
||TAPS is a single, global investment administration and accounting solution, providing a platform for wealth services outside of the U.S.A. It helps provide access to real-time information, streamline operations and meet regulatory demands.
||An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.
SGN Brokerage Services offered in the United States are provided by SunGard Institutional Brokerage Inc., Member FINRA / SIPC .
SGN Brokerage Services offered throughout Europe, the Middle East, Africa and Asia Pacific are provided by SunGard Global Execution Services Limited which is authorised and regulated by the Financial Services Authority, No. 469919 • Incorporated and registered in England and Wales No. 3127109 • Registered Office: 25 Canada Square, London E14 5LQ.
SunGard Global Execution Services Limited (ARBN No. 132 508 742) is exempted from licensing under Australia Securities & Investments Commission Class Order 03/1099 and is regulated by the Financial Services Authority under UK laws, which differ from Australian laws.
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