Tech Bits appears on the web and in IN Daily every Friday. Comments are welcome at IN Editor@InvestmentNews.
SunGard Launches WealthStation 3.0
SunGard Data Systems Inc. of Wayne, Pa., today released version 3.0 of its WealthStation wealth management platform.
New to this version is the integration of trading, rebalancing and householding capabilities, along with a dashboard for viewing client and account activities, new workflow features, and data sharing across applications.
Used by thousands of advisers nationwide, WealthStation is composed of many different modules including asset allocation, client management, client access, compliance, data aggregation,
financial planning, investment management, reporting, and now trading and rebalancing.
The modules share a common architecture and can be deployed en masse or as point solutions.
The product is most commonly available to advisers through broker-dealers and custodians and pricing is not published on the SunGard website.
For more information, including SunGard contact information, visit the
WealthStation website.
InfoStreet rolling out new version of its workflow module
InfoStreet Inc., a Tarzana, Calif., software-as-a-service provider of office productivity applications, will roll out version 4 of its Smart Tasks component next week. Smart Tasks, part of the StreetSmart suite of office productivity applications, is aimed at small- to mid-sized firms in need of business workflow features.
Among the improvements are simplified task creation (to help keep track of important to-do's within the firm), task fluidity (meaning that if someone creates a task for you, but hasn't provided you with enough information you simply return the task to them and request clarification), improved synchronization of tasks with Outlook, Palm, Pocket PC and Blackberry, and improved integration with StreetSmart’s CRM module, according to the firm.
Among InfoStreet’s many other online offerings are virus- and spam-protected e-mail, e-mail archiving, calendaring, contact relationship management, file sharing, and other applications.
The suite will cost between $60 per month for a 10-person license of the standard edition up to $275 per month for the platinum version which includes technical support and other additional features.
For more information visit
InfoStreet online.
Two-factor authentication in a slim easy-to-use, marketable form
The RSA SecurID 1100 Display Card is now available from RSA, the security division of EMC of Hopkinton, Mass. Advisers and their clients can use the cards to help ensure security by adding a second layer of authentication on top of an online password.
This event-based, one-time password authenticator is a wallet-sized card that can be used to secure customer accounts with two-factor authentication.
The OTP is displayed on the card surface and changes every time the button on the card is pushed, making it very easy for consumers to use.
The card is powered by RSA Authentication Manager 7.1 software and the RSA SecurID Authentication Engine and it can be customized with the issuing financial institution’s logo and can also be personalized with individual consumer information.
Visit the
RSA SecurID Display Cardonline for more information.
Davis D. Janowski is the technology reporter for InvestmentNews.
Read our weekly online columns:
MONDAY:
IN Practice by Maureen Wilke
WEDNESDAY:
OpINion Online by Evan Cooper
THURSDAY:
IN Retirement
FRIDAY:
Tech Bits by Davis. D. Janowski
