Global Plus

SunGard's Global Plus solution delivers automation, straight-through processing (STP) and functionality to help you complete your day-to-day operational activities. Its advanced client/server architecture and scalable platform accelerates new product delivery and streamlines the integration of mergers and acquisitions into your existing operation. Its parameter-driven structure provides easier ways to handle investments, calculate fees and produce tailored statements across a full range of product lines, satisfying diverse client requirements.

Global Plus:

  • Offers a multi-currency accounting system, with each account selecting its own accounting base currency
  • Automates portfolio valuations and base currency equivalency computations for all activity, including trading and corporate actions processing
  • Contains flexible, integrated cash-management solutions
  • Caters to a wide array of investment types, including structured investments
  • Supports XML message-based architecture for real-time inbound processing and outbound information flow

What we offer

  • Global Plus Customer Access

    Firms with international holdings are among the most savvy of your clients. SunGard's Global Plus Customer Access solution gives them – and their investment, tax or legal advisors – a complete view of their holdings, cash balances and recent transactions in local and base currency.

    Features

    • Presents information in the base currency chosen by the client and advisors
    • Grants current access to asset balances and cash balances
    • Includes recent transactions, including trades

    Benefits

    • Eliminates the wait for statements and updates to portfolios
    • Allows for self-service when clients have questions
    • Reduces the need to call account administrator, saving you and your clients time

  • Global Plus Global Office

    SunGard's Global Plus Global Office, a front- and middle-office account management system, allows your employees to access specific and complete client and account information via an intuitive interface. A single-view dashboard consolidates real-time information with support systems, such as relationship management, asset management and rules-based alert systems.

    Features

    • Provides self-explanatory menu options for easy navigation through the system
    • Initiates commonly used client maintenance and cash and trading transactions with streamlined forms
    • Monitors work lists for transactions subject to workflow and processes approved transaction in real time
    • Retrieves documents through imaging solutions
    • Generates and delivers consolidated holdings by user controlled account groups

    Benefits

    • Minimizes training, reducing significant time and expense
    • Grants instant access to information to improve efficiency
    • Frees up time spent digging for data to devote to administering accounts instead
    • Improves accuracy in workflow

  • Global Plus International Securities Processing

    While most systems offer only a U.S. dollar base, Global Plus Portfolio Accounting allows you to select your preferred base currency for multicurrency and trust and portfolio accounting. Ideal for clients investing internationally and for institutions with a multi-national client base, the Global Plus system helps facilitate information sharing and reporting.

    Features

    • Automatically calculates and validates principal and net amounts of purchase and sale transactions
    • Maintains treaty and withholding at source rates for each type of income and tracks reclamation
    • Supports global corporate action processing
    • Lets users select processing functionality with parameterized system
    • Includes essential calculators for asset accounting
    • Features real-time in-bound and out-bound message-based processing using XML and SWIFT
    • Supports client-specific standing instructions for automated foreign exchange of currency flows

    Benefits

    • Accounts for diversified portfolios, capitalizing on emerging markets by facilitating international investment processing
    • Improves the accuracy of portfolio views with real-time displays of holdings in global marketplace
    • Reduces the traditional gaps in information reporting with trade date processing
    • Provides flexible communication with counterparties, including SWIFT protocols
    • Keeps users informed with robust, real-time processing

  • Global Plus Multi-Currencies

    In SunGard's Global Plus multicurrency accounting system, each account identifies its own selected base currency. Unlike systems that force transactions through a single currency, Global Plus processes each update using the actual currency characteristics of each transaction. Integrated multi-currency processing and accrual accounting support global investments and operations with an international client base. 

    In a global environment where delays and data corrections can be the norm, Global Plus provides corrective and retroactive processing capabilities for accurate asset accounting in both local and base currencies.

    Features

    • Allows users to select each account’s preferred base currency
    • Handles principal and income segregation
    • Processes transactions in local and base currencies with integrated multicurrency and accrual accounting
    • Bifurcates and reports capital and currency gain and loss information
    • Consolidates all assets, regardless of currency, into one statement
    • Offers as of reporting and retroactive processing
    • Leverages specified valuation methods and exchange rates for all transactions
    • Delivers trade date accounting with the option to report on trade or settlement date basis

    Benefits

    • Clearly communicates all assets and liabilities in terms local and base currency 
    • Tailors the system to user preferences, including currency, to optimize value of information

Register

Have a question? Please submit your details below.

Already have an account?

Your SunGard Account

First Name *
Last Name *
*
Company Information
Company Name *
Your Title *
Phone *
Country *
select
Ask a Question

Thank You - Please Check Your Email

Thank You - Please Check Your Email

Your request has been submitted. If you need immediate attention you can contact us.

You will shortly receive an email at the address supplied that will allow you to activate your account.

Contact Us
    • Global Plus - Asia-Pacific +61 2 8224 0000
    • Global Plus - EMEA +44-20-8081-2304