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Wealthstation sungard login. Login or speak with your broker about setting up your online account. There was an unexpected internal error. Using this product is consent to such transmission of this information; such consent is effective at all times when using this site. com Oct 28, 2008 · Salt Lake City, UT – October 28, 2008 – SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client May 8, 2011 · SunGard has launched its WealthStation wealth management platform in Asia-Pacific to provide the region’s growing financial advisor industry with tools to help them acquire, retain and service clients. 0 For End-to-End Wealth Management Capabilities Salt Lake City, UT - June 10, 2008 - SunGard today unveiled enhancements to its WealthStation wealth management platform to help firms attract, service and grow client relationships. on Monday announced that it has upgraded its platform for investment advisers and other retirement plan fiduciaries, as advising 401 (k) plans becomes more complex and Since your browser doesn't support JavaScript, you must press the Continue button to proceed. Fidelity supports 128-bit browser encryption. 0 integrates the separate workflows of asset Secure login page for FIS services. 0 includes: a dashboard for viewing client and account activities; intuitive workflows Mar 31, 2010 · About SunGard SunGard is one of the world's leading software and technology services companies. Get ready to view your investments in a whole new way! Year-end tax-savings tips Ensure you're prepared for the 2025 tax season with our list of year-end tax tips. , has implemented SunGard’s WealthStation fund source, an investment monitoring and reporting solution for plan advisors, financial Nov 29, 2010 · This integration gives SunGard’s WealthStation and Valdi customers the ability to navigate MarketMap market data content seamlessly from within their respective applications. WealthStation 2. Then, when within a contact record in Redtail, you'll have the ability to send a contact to your FIS WealthStation account. Saxo Bank SunGard . SunGard Ambit . Apr 4, 2011 · First American’s broker-dealers, investment advisors, institutional investors and registered representatives across the globe will use WealthStation for trading across multiple asset classes, as Nov 1, 2009 · Blaine Maxfield, chief operating officer of SunGard's wealth management business, believes WealthStation is well-positioned for growth in both the enterprise and the independent RIA channels. The new platform marks as an updated version of the former WealthStation FundSource tool and merges fund, plan and platform data onto a single platform Dec 21, 2009 · SunGard Data Systems Inc. Jun 12, 2008 · SunGard is out with a new version of WealthStation, its browser-based workstation for financial advisors with affluent clients. Get ready to view your investments in a whole new way! Secure login page for Bancware Sungard services. S. Mar 24, 2014 · SunGard has launched WealthStation PlanAdvisor to help investment advisors and other plan fiduciaries serving qualified retirement plans grow their client base. To do so, click your Integrations Menu and select FIS WealthStation. The new URL is https://services. Nov 19, 2007 · Coconut Grove will integrate SunGard's WealthStation advisor desktop -- which provides financial planning, portfolio construction and presentation capabilities -- with SunGard's Charlotte trust accounting and SunGard's "Unified Overlay Management" UMA program. Nov 30, 2009 · SunGard has enhanced its Roth IRA analysis capabilities for its WealthStation wealth management platform to accommodate new conversion rules taking effect on January 1, 2010. Please use Chrome or Edge browsers. Legent Clearing LLC, an independent provider of clearing services, is offering SunGard’s WealthStation Financial Planning and MarketMap for Advisors solutions to its correspondent clients Nov 1, 2009 · WealthStation Strengths WealthStation's greatest strength is its flexibility. SunGard Data Systems . INTRUST Wealth Management, a division of INTRUST Bank N. SunGard Ambit Risk . com Apr 7, 2014 · SunGard Data Systems Inc. This website contains unpublished, confidential and proprietary information of Broadridge Financial Solutions, Inc. Oct 20, 2008 · WealthStation’s modules, available as a single process or as an end-to-end solution, include client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance. Wealthscape Investor Login Jan 10, 2012 · The first release of SunGard ‘s WealthStation platform in Asia Pacific provides integrated client relationship management (CRM), financial planning, asset allocation, portfolio management and investment selection capabilities with multi-byte, multi-lingual support…. com) is no longer valid. Users of this website must adhere to all applicable laws and regulations and the terms and conditions of the Service Agreement. In the Apr 4, 2011 · The firm will also use WealthStation Client Access to provide its clients secure online access to account information and market data. My dashboard | Vanguard The SaaS version of WealthStation gives advisors credit-card access to more than 60 financial planning modules including SunGard's asset allocation software. WealthStation is a free, web based platform provided to every Vision customer. According to SunGard, WealthStation CompAct can help advisers redefine and strengthen client relationships through several capabilities: Simplified prioritization of goals FIS® Wealth as a Service is a wealth management as a service outsourcing solution that delivers agility, scalability and and new efficiency. SunGard collaborates . Apr 28, 2009 · Offers credit-card access to financial planning and asset-allocation tools. SunGard Higher Education . Integrating client management, financial planning, investment management, asset allocation, data aggregation, trading, rebalancing, reporting, client access and compliance tools into a single platform, WealthStation delivers a flexible architecture to help advisors Jun 13, 2008 · SunGard Data Systems today released version 3. Please try again. Please visit our site to login into your vision securities account. SunGard iWorks . Don't have an account? RegisterLog In Log in U sername: Forgot Username P assword: Forgot Password Independent Research Firm Names SunGard’s WealthStation Best-in-Class for Financial Planning Software SunGard’s WealthStation Financial Planning solution has been named best-in-class in CEB TowerGroup’s “Financial Planning Software: Technology Analysis‚Äù published in February 2012. New System: WealthStation On-Demand Training WealthStation: FIS’ WealthStation is your investors’ dashboard for all account related activity. 0 helps financial advisors at banks, broker/dealers and independent advisory firms to consolidate assets from multiple accounts and institutions into one central planning and decision-making environment. Get ready to view your investments in a whole new way! Realtime! WealthStation tracks your investments as they happen. WealthStation offers planning tools to evaluate retirement goals, guide funding strategies, and review financial preparedness. This enables advisors to access many investment programs on a single platform, from one point of entry. SunGard Valdi / : WealthStation * * Related by context Aug 24, 2010 · BrokersXpress, a wholly owned subsidiary of optionsXpress, Inc. Users also get automatic upgrades "in a secure environment with full disaster-recovery backup," according to a SunGard press release. The platform is designed to provide the financial advisor industry with tools to help them WealthStation 3. SunGard Ambit Messaging . The bank is to use the firm’s WealthStation service. SunGard has more than 20,000 employees and serves 25,000 customers in 70 countries. Get tailored solutions now! We would like to show you a description here but the site won’t allow us. Secure login portal for FIS Global users to access their accounts and services. Apr 29, 2009 · SunGard has launched a Software-as-a-Service (SaaS) version of its WealthStation wealth management platform to help advisors obtain the financial planning and asset allocation capabilities they need quickly and cost-effectively. In the Signature Section below: You should respond “Yes” if you are using WealthStation for non-professional/personal use and “No” if you are in the financial services industry. AllocationMaster is a May 3, 2011 · SunGard has launched its WealthStation wealth management platform in Asia-Pacific to provide the region’s growing financial advisor industry with tools to help them acquire, retain and service Salt Lake City, UT – Jun 10, 2008 – SunGard today unveiled enhancements to its WealthStation wealth management platform to help firms attract, service and grow client relationships. Nov 17, 2011 · WealthStation will be integrated with SunGard’s TAPS investment administration and accounting solution for retail investment and trust banking, which RCBC has used since 2000, to help provide front- to back-office operational efficiencies. Enterprises can create a comprehensive advisor workstation with a single user login. 0 includes: a dashboard for viewing client and account activities; intuitive workflows Oct 29, 2008 · SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client relationships. If you do not currently have a username and password and would like access to your account online, please submit your information using the form below, and our client service concierge will reach out to you shortly to assist with your request. To gain access to the site, please enter your credentials and select Log In. Oct 13, 2010 · JP Turner, the Georgia-based independent brokerage and investment banking firm, has gone live with SunGard’s WealthStation web-based solutions for active traders and investors. The solution is compatible with other WealthStation Financial Planning modules; WealthStation CompAct is a single, stand-alone application. WealthStation 3. Other WealthStation modules have to do with client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance. Jul 1, 2009 · RBC will roll out the SunGard platform, private-labeled RBC WealthStation, to its correspondent and RIA firms across the U. Qwest SunGard Higher . Your session has expired, please login again using the button below. A. Please wait while we redirect to SSO login page. Jan 27, 2009 · SunGard WealthStation is all about convergence. Nov 6, 2006 · SunGard announced today that it has added unified managed account (UMA) capabilities to WealthStation, a wealth management technology solutions platform that helps financial advisors productively Apr 28, 2009 · Offers credit-card access to financial planning and asset-allocation tools. It presents a common interface for financial planning, asset allocation, proposals, account balancing and back-office operations Oct 21, 2013 · The tool is integrated with SunGard’s financial planning application WealthStation Financial Planning, so that firms can adapt to changing client needs as they become more complex, but is a single stand-alone application. Jun 29, 2009 · RBC will roll out the SunGard platform, private-labeled RBC WealthStation, to its correspondent and registered investment advisory (RIA) firms across the U. -FWR Purchase reproduction rights to this article. Oct 31, 2008 · WealthStation's Financial Planning for Canada module is for, well, Canadians. dataexchange. The improvements -- a dashboard for viewing client and account activities, improved workflows and integrated trading and rebalancing capabilities -- are the result of several (more or less) recent acquisitions. We’re here to listen and help you grow your business. The firm is using WealthStation Trading as a broker workstation for financial advisors, and WealthStation Client Access for its clients to access account information and market data. SunGard provides software and processing solutions for financial services, higher education and the public sector. We’re not a bank. WealthStation tracks your investments as they happen. Users can view their account information, balances, positions and more. The product Oct 22, 2013 · US-headquartered financial technology firm SunGard has launched WealthStation CompAct, a planning solution designed to give advisors the ability to rapidly produce financial plans. SunGard Supermicro Computer Surgient . AllocationMaster, Investment Plus and FactMaster Renewal Renew Now To setup a recurring payment for software maintenance invoices Click Here AllocationMaster Overview AllocationMaster asset allocation software provides all of the capabilities you need to handle the client's most basic needs and, at the same time, deal with the most complex high net worth portfolios. WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support. Back to log in WARNING: Use of this website is limited to authorized users only and is restricted and governed by a Service Agreement. 0 includes a dashboard for viewing client and account activities, workflows across each step of the wealth management continuum designed to help improve productivity, data sharing across applications to help streamline processes and the integration of trading, rebalancing and house holding capabilities. , has selected SunGard's WealthStationTrading solution to provide independent financial advisors with flexible trading functionality. Oct 21, 2013 · SunGard has launched WealthStation CompAct, a new financial planning solution that gives advisors the ability to produce results-based, holistic financial plans quickly, simply and interactively. WealthStation Login or speak with your broker about setting up your online account. A news release say the platform will help RBC’s correspondents and advisers view holistic account information and respond quickly to specific client needs, helping advisers grow their businesses and compete for new clients. 0 includes: a dashboard for viewing client and account activities; intuitive workflows across each step of the wealth management continuum to help improve productivity; data sharing Read more » Oct 28, 2008 · SunGard announced more enhancements to its WealthStation platform, including a cash flow-based approach to retirement planning, new online self-service client tools, and new financial planning capabilities for Canadian firms. Dec 6, 2010 · WealthStation currently provides tools for client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance. With predictability and visibility into your transactions, have confidence in increasing volumes without sacrificing speed, accuracy, or security. Latest ArticlesSunGard Unveils WealthStation In APac May 3, 2011 Mar 26, 2014 · SunGard has launched WealthStation PlanAdvisor to support investment advisors and other plan fiduciaries serving qualified retirement plans. 0 integrates the separate workflows of asset Managers of Wealth - SunGard Launches WealthStation Mobile Report Access for Financial Advisors May 3, 2011 · SunGard has launched its WealthStation wealth management platform in Asia-Pacific to provide the region's growing financial advisor industry with tools to help them acquire, retain and service SunGard Availability Services . Oct 28, 2025 · Explore the latest news and expert commentary on WealthTech, brought to you by the editors of WealthManagement. If you are looking for your futures account please visit High Ridge Futures. When you partner with Sungage, you’ll have access to market-leading financing products that integrate smoothly into your sales process. In addition, these bundled solutions – provided as MarketMap for advisers and MarketMap for traders – offer the capability to be customised to meet specific end-user data requirements. At Sungage, we help you make it easy for your customers to go solar and save money. this week launched its Cost Basis Reporting Engine, which is intended to help financial services companies and institutions with required tax lot accounting. 0, it includes a dashboard for viewing client and account activities; intuitive workflows across each step of the wealth management spectrum to improve productivity; data sharing across applications to help streamline processes; and the integration of trading, rebalancing and house holding capabilities. In addition WealthStation 2. May 5, 2011 · SunGard, the financial services technology giant, has launched its wealth management platform in the Asia-Pacific region, aiming to provide the region’s growing financial advisor industry with tools to help them acquire, retain and service clients. and/or its licensors and is Realtime! WealthStation tracks your investments as they happen. 0 of its WealthStation wealth management platform. Log onto the FIS™ Client Portal, FIS eAccess (eFunds Online) and the Metavante Extranet for tools and information to help you get the most out of your products and services. Jun 13, 2008 · Called WealthStation 3. Jun 20, 2008 · Original Press Release: SunGard Launches WealthStation 3. Through its SaaS delivery model, SunGard’s WealthStation provides a Web-based, integrated platform to meet the needs of independent advisors without the resources Jan 27, 2009 · SunGard WealthStation is all about convergence. May 3, 2011 · SunGard has rolled out its WealthStation wealth management platform in Asia-Pacific, Finextra reports. Discover how leading companies utilize SunGard WealthStation with our free, up-to-date insights on SunGard WealthStation. When your order is filled, you'll know it as it happens. Oct 28, 2008 · Salt Lake City, UT – October 28, 2008 – SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client Synchronize all your transactional activities, payment, treasury, and financial networks with efficient digital experiences, reducing costs and eliminating inefficiencies. Apr 29, 2009 · US software firm SunGard has launched a Software-as-a-Service version of its WealthStation wealth management platform which independent advisors are able to access on demand by credit card. Jun 10, 2008 · WealthStation’s modules include client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access, and compliance, the company said. In addition, these bundled solutions – provided as MarketMap for Advisors and MarketMap for Traders – offer the capability to be customized to meet specific end-user data requirements. Feb 23, 2023 · Of course, the comprehensive client experience remains a priority, so the integration with WealthStation also results in the financial plan documents loaded into the Wealth Access document vault for secure storage and access by the client and advisor alike. SunGard is out with a new version of WealthStation, its browser-based workstation for financial advisors with affluent clients. fiscloudservices. RBC WealthStation will help RBCs correspondents and advisors view holistic account information and respond quickly to specific client needs, helping advisors grow their businesses and compete for new clients. It presents a common interface for financial planning, asset allocation, proposals, account balancing and back-office operations New URL The old URL (https://services. Nov 30, 2010 · This integration gives SunGard’s WealthStation and Valdi customers the ability to navigate MarketMap market data content seamlessly from within their respective applications. . SunGard’s WealthStation provides wealth managers with tools to help them acquire, service and grow their client relationships. sungarddx. Please be sure to use the new link and update any bookmarks. Mar 25, 2024 · Setting Up Your WealthStation User Credentials & Password Steps 1-4 You'll get two emails from FIS at idp-noreply@fisglobal. com. SunGard has won a contract from Rizal Commercial Banking Corporation, a Philippines-based bank, at a time of rapid growth in the Asia-Pacific economy. Wealth Management made easier. Login: Password: CustomValidator Investor'sView™ Client Portal IE-11 is no longer supported by Microsoft, some features may not work as expected. Saxo Bank Sungard . Nov 21, 2011 · WealthStation will be integrated with SunGard’s TAPS investment administration and accounting solution for retail investment and trust banking, which RCBC has used since 2000, to help provide front- to back-office operational efficiencies. This integration gives SunGard’s WealthStation and Valdi customers the ability to navigate MarketMap market data content seamlessly from within their respective applications. Use of this site involves the electronic transmission of personal financial information. We would like to show you a description here but the site won’t allow us. First American has also selected SunGard’s Valdi order management system for agency and riskless principal orders. SunGard has rolled out its WealthStation wealth management platform in Asia-Pacific. SunGard has launched a "software as a service" or SaaS version of WealthStation, its web-based front-office application, to help independent advisors get up and running without the trouble and expense of running the application in house. 8wh9a 2fl c85 hywgenb dw2v 1zx loxst hio fu a2bsv5krf