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.
If Your Role Is… And Your Needs Are… View These Products
Asset Manager
  • Market and credit risk
  • Algorithmic and DMA execution
  • Connectivity services
  • Real-time market data
  • Cross-asset electronic trading and position management
Trust Officer
  • Advisor & client portals
  • Trade management and connectivity
  • Trust & portfolio accounting
  • Custody administration
Benefit Plan Administrator
  • Constituent portals
  • Plan administration & recordkeeping
  • Fund processing and custody
  • Retirement & health plan document generation
  • Pension education
Broker-Dealer
  • Trade management & connectivity
  • Pre-trade and post-trade compliance
  • Transaction cost analysis
Corporate Treasurer
  • Multi-currency investment portal
  • Investment tracking and reporting
  • Trade analytics
Custodian
  • Multi-currency investment accounting
  • Automated cash management
  • Corporate actions
  • Trade management & connectivity
Insurance Agent
  • Financial planning & asset allocation
  • Investment management
  • Trading & rebalancing
  • Benefit administration
Investment Advisor
  • Advisor & client portals
  • Client acquisition & retention
  • Financial planning and asset allocation
  • Investment management
  • Trading & rebalancing
Investment Provider
  • Trade management & connectivity
  • Distribution network
  • Compliance monitoring
Private Bank Manager
  • Financial planning and asset allocation
  • Investment management
  • Trading & rebalancing
  • Data aggregation
  • Portfolio accounting
Retail Brokerage
  • Advisor & client portals
  • Financial planning & asset allocation
  • Investment management
  • Trading & rebalancing
  • Self-directed trading tools
Wealth Manager
  • Advisor and client portals
  • Client acquisition & retention
  • Financial planning & asset allocation
  • Investment management
  • Trading & rebalancing
  • Data aggregation
Product Description
AddVantage 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.
Charlotte A trust accounting and investment management solution for independent banks and trust companies providing portfolio management, securities processing, performance reporting and regulatory compliance.
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'sView Web-based software that integrates with regional bank, community bank and trust accounting systems.
Omni A suite of retirement plan administration solutions that includes recordkeeping, trading and reconciliation, check writing, and benefit disbursement processes for domestic and international plans.
Relius 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.
WealthStation 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.

This Website has been provided for information purposes only without regard to any particular user's investment objectives, financial situation, or means, and by posting such information SunGard is not soliciting any action based upon such information. The information provided should not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument; or to participate in any particular trading strategy in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The securities and services mentioned on this website may not be available to retail investors, and may not be registered or authorized in certain jurisdictions and therefore may not be available to certain clients.

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