Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that doesn't mean you have to reinvent these common requirements to bring a unique value-add to your clients. With SS&C's Global Wealth Platform (GWP) web services your managed account program can be managed on a fully integrated, end-to-end solution that includes investor prospecting, account aggregation and reconciliation, account management, trade order management, portfolio accounting and reporting.

Global Wealth Platform is a web-based portfolio management solution for investment managers, financial advisors, managed account providers, Unified Managed Account Managers, wholesale fund managers and private client administrators.

Managing multiple mandates can be time-consuming. Global Wealth Platform (GWP) Model mobilizes the power ofportfolio modeling activities for your managed account programs - orders flow seamlessly from Placement to Allocation within GWP Trade™. This combination provides you the key functionality to construct, manage and measure client portfolios against benchmarks or model portfolios to create orders and execute them instantly.

GWP Model enables you to manage the complex nature of multiple mandates through the combination of Asset Mix and Security Models. Applying the models against the portfolios produces the desired orders across single or multiple accounts and provides you with maximum efficiencies within the order design process.