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SunGard wealth management platform connected to Dow Jones Adviser

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SunGard is integrating Dow Jones’s web-based market, investment and practice management news, commentary and analysis with SunGard’s WealthStation wealth management platform.



As an optional service, WealthStation’s integration with Dow Jones Adviser gives wealth management professionals access to specific, actionable information to help them better manage their businesses and their clients’ portfolios.

Delivered through a web-based interface, WealthStation provides tools for client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance.

Dow Jones Adviser combines news and information content from Dow Jones Newswires, The Wall Street Journal, Barron’s, MarketWatch and SmartMoney.

Joe Cappitelli, vice president and managing director of retail and private banking at Dow Jones, says: "In today’s environment, advisers must focus on their clients and service them in a personalised and efficient manner. By seamlessly integrating Dow Jones Adviser’s news, insight and intelligence tailored for financial advisers with WealthStation,we are helping SunGard’s customers to act faster and smarter when advising clients and managing their practices."

Melissa Cullen, executive vice president for SunGard’s wealth management business, adds: "SunGard is helping financial advisers become better informed and educated on financial planning topics and news as it occurs. By integrating Dow Jones Advisor content with WealthStation in a seamless, single sign-on environment, advisers have instant access to the information they need, through one integrated platform."

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