The face of wealth management is changing, and operating successfully may necessitate new approaches to managing and growing your business. Incorporating portfolio management, securities processing, performance reporting and regulatory compliance, SunGard’s Charlotte trust and investment management system can help your firm effectively compete.
With Charlotte, you have the core technology and system connections you need to help extend your reach, make sense of the details and foster new connections. Charlotte's open design, functionality and user-friendly flexibility puts you in control of your data and gives you and your staff the tools to perform more effectively.
- Provides straight-through, end-to-end processing and integrated workflow processes
- Offers automatic cash management, fee calculations and custom reporting packages
- Displays real-time position and cash balances
- Processes trades, settlements and corporate actions
- Streamlines investment processes, securities processing routines and operations workflow
- Integrates security custodial activity
Charlotte can also help your business stay linked to your clients with advanced reporting and communication tools. Furthermore, with redundancy, disaster recovery and business continuity provided through SunGard Availability Services, you can be confident your data is protected.