Global Wealth Platform™
Portfolio Management Solution for Managed Account Programs
Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that doesn't mean you have to reinvent these common requirements to bring a unique value-add to your clients. With SS&C's Global Wealth Platform (GWP) web services your managed account program can be managed on a fully integrated, end-to-end solution that includes investor prospecting, account aggregation and reconciliation, account management, trade order management, portfolio accounting and reporting.
Global Wealth Platform is a web-based portfolio management solution for investment managers, financial advisors, managed account providers, Unified Managed Account Managers, wholesale fund managers and private client administrators.
"managed account program can be managed on a fully integrated, end-to-end solution"
Its industry-leading features include:
- Automation of daily investment management tasks, among them tax, accounting, investment practices and reporting.
- A modular-based design that reflects the way you do business, with modules for investor prospecting and account management, portfolio construction, trade order management, investment analysis and accounting, trade communications, cash and income processing, data management and reporting.
- Improved operational efficiency that enhances workflow by using automatic calculation and correction of data in real time, process schedulers and dynamic updates.
- A flexible report generation and design module that allows users to create, run and schedule their own reports.
- Integrated securities data that allows you to leverage SS&C's SVC services for seamless data management.
- Access to SS&C's Business Continuity Process and Disaster Recovery Facilities, which ensures your data is always online and accessible.
- Streamlined interfacing and maintenance expenses, resulting in savings on third-party interfacing costs, documentation, training, upgrading and administration.