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CREATING VALUE: IN-DEPTH PLANNING Wealth Strategy Building Blocks

Manage Wealth, Not Assets Affluent investors want a more holistic view and strategic, 360-degree thinking through one primary relationship. They want more face time and more counsel, as they rely on their portfolios to fund their lifestyles long into the future. They want to know you can monitor progress and make changes in an organized way. Pro-active financial planning, using 3rd-party and proprietary solutions and clear, customized reports, is now a key differentiator. SunGard solutions enhance your effectiveness at every phase of this more complex relationship, starting with automated efficiencies for proposal generation that shorten new-business cycles.

BEYOND TECHNOLOGY: Managing Wealth Differently

Wealth management has a new reality, and clients need meaningful guidance to reach their milestones. Can they educate their children? Can they create trusts and transfer wealth without tax burdens? Can they help a favorite charity? At the start of a relationship—deep profiling, research, investment planning, risk-tolerance assessment, asset allocation, portfolio construction--you can increasingly add value with SunGard tools. When you profile a client accurately, you might find assets in other institutions. Cross-selling through a client’s entire investment process also creates earnings potential. Our creative solutions let you see and know more clients, faster, so you save time while delivering a truly supportive, holistic, cost-effective approach.

SUNGARD

SUPPORT Wealth management is evolving and means more. Personal invest-

DEEPENING VALUE: REAL OPTIONS Efficient Investment Management

Creating Value

Deepening Value

Asset & Manager Selection

Managing Value

Protecting Value

Investors are savvier about financial services. And more wary. They need help, but you need to earn their trust. Objectivity is a big part of how you can add value as you transition to more client-centric portfolio management. Wherever you are in the process—if you’re servicing SMAs or need overlay capabilities for complex multiple accounts and larger portfolios--SunGard solutions connect you to myriad investment programs and asset classes, to cutting-edge products and world-class money advisors through a single platform so you can hone custom strategies and better-manage risk and taxes. You’ll have one-click access to critical data in a streamlined environment without being limited to a single program or product.

Profile Research Planning Asset Allocation

Taxes

Trade Execution

Compliance

Processing

Reporting

Accounting

Custody

SunGard’s business tools and platforms skillfully link all the pieces of a successful asset-management program to enhance an advisor's value and productivity.

MANAGING VALUE: COMPETITIVE INTELLIGENCE Compliance & Reporting New technology demands a new approach. Clients may not understand your backoffice bells and whistles. But you know that efficient cost reduction protects their assets. SunGard solutions save time and staffing fees through automated, custom reports and compliance checks. Transactions carry fewer errors, and a faster backoffice means more front-office relationships. Compliance doesn’t generate revenue, but can you put a cost on integrity? Our technology carefully tracks regulatory changes and fiduciary tax laws to keep investments secure. You can also deepen the link between investment and administrative staff with SunGard’s next-generation management dashboard. An easy-to-use, browser-enabled system, it provides realtime account alerts and status data in a single screen.

WEALTH STRATEGY BUILDING BLOCKS Creating Value: In-Depth Planning

ment management is now linked to strategic financial planning and closer advisor relationships. The

Wealth management today is larger than a single retirement check. It means charting a steady long-term plan and using a financial compass to keep clients on course. An emerging class of true “relationship advisors” depends on SunGard to show the way. If you’re smaller, we’ll scale point solutions to precise needs. If you’re consolidating and growing, we can adapt flexible, coordinated processes that link your entire enterprise. How? A leader in planning, asset allocation, overlay management and trust accounting, we simply offer more. Sungard’s innovative CSA (common services architecture) represents a new framework for collaborative software. CSA is a vendor-agnostic, platform-independent, service-oriented architecture that lets you mix and match discrete components and tailored applications with your own component services and architecture. You’ll enjoy faster time to market and easy integration-by-design The breadth and depth of our services help you steer the process “client in.” With SunGard, you can phase in authentic wealth-management approaches through one complete source. Competitive efficiencies, enhanced productivity and real profitability will unite the entire workflow.

PROTECTING VALUE: DEEPER EFFICIENCIES Execution, Operations & Safekeeping

Managing wealth differently means mapping value for you, genuine security for your clients.

A sound, monitored client relationship takes on greater meaning when supporting processes come into play. SunGard has set leading standards for automated accounting services, statement-rendering and statement-fulfillment, trade execution and straight-through-processing solutions that reduce errors and eliminate multiple programs with duplicate data sets. Our custody solutions, in particular, offer vital support to small and mid-size firms who aren’t budgeted for custody administration and who need a reliable intermediary. With supportive systems, you’ll improve customer satisfaction and retention, reduce credit risk and lower costs.

With annual revenue exceeding $4 billion, SunGard is a global leader in best-of-breed financial-services, information-processing solutions. We connect more than 25,000 customers in over 50 countries to the broadest portfolio of mission-critical software. With a significant wealth-management footprint, the world's 50 largest financial companies are clients.

planning at the start shapes positive results. We recommend our best-in-class, front-office suite of services and solutions for advisors who want to transition into deeper wealth-management roles.

quality of your professional advice—coordination, delivery, accuracy--is a competitive marker.

FLEXIBILITY

Rewards for superior planning can

Depending on client

include a distinctive value proposi-

needs, our financial-

tion, customer loyalty and

planning solutions

increased wallet share. So the first

keep you flexible by

question is: how can you capture,

letting you choose

organize, and analyze data so you

from different levels of

can best manage client goals?

complexity and a broad selection of investment products. They also

A leader in financial-planning support, SunGard has the vision and expertise to help you meet the demands of these new realities. Focus is key, and good

include tools for


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