Shenzhen, China, May 3, 2011 - SunGard is providing the growing financial advisor industry in the Asia-Pacific region with specialist tools to help them acquire, retain and service clients.
The company has launched its WealthStation wealth management platform in Asia-Pacific to this end.
The Asia-Pacific region is characterized by high-net worth individuals that are cautious about risk and investing and like to associate with wealth management firms and advisors.
These people, says SunGard, are keen to achieve balanced asset allocations in their portfolios and the company can help them through its WealthStation solution.
SunGard, a software and technology services company, notes that its first release of WealthStation provides integrated client relationship management (CRM), financial planning, asset allocation, portfolio management, and investment selection capabilities with multi-byte, multi-lingual support including Simplified Chinese.
Managing client relationships
Wealth managers can leverage SunGard's WealthStation to acquire, service and grow their client relationships. The solution can easily integrate client management, financial planning, investment management, asset allocation, data aggregation, trading, rebalancing, reporting, client access and compliance tools into a single platform.
This integration delivers a flexible architecture that not only improves productivity of advisors but also provides increased service levels to their clients.
"With Asia-Pacific expected to be the fastest expanding center of wealth in the coming years, firms will need to adapt their capabilities, operations and technology around emerging client servicing models," said Bob Ward, chief operating officer for SunGard's wealth management business. "WealthStation can help firms create front-office efficiencies, manage front- to back-office workflows, and serve diverse client segments, while helping to reduce costs and risks, meet regulatory requirements, and provide the transparency clients are seeking."
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