WealthStation 3.0, InfoStreet, SecurID 1100

SunGard Data Systems today released version 3.0 of its WealthStation wealth management platform.
JUN 13, 2008
By  Bloomberg
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

Latest News

SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees
SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees

Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.

Apella Wealth comes to Washington with Independence Wealth Advisors
Apella Wealth comes to Washington with Independence Wealth Advisors

The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.

Citi's Sieg sees rich clients pivoting from US to UK
Citi's Sieg sees rich clients pivoting from US to UK

The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.

US employment report reactions: Overall better than expected, but concerns with underlying data
US employment report reactions: Overall better than expected, but concerns with underlying data

Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.

Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.