Global Wealth Platform

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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.

Key Features

  • Automation of daily investment management tasks, among them tax, accounting, investment practices and reporting.
  • A modular-based design that reflects the way you do business, with modules for investor prospecting and account management,portfolio construction, trade order management, investment analysis and accounting, trade communications, cash and income processing, data management and reporting.
  • Improved operational efficiency that enhances workflow by using automatic calculation and correction of data in real time, process schedulers and dynamic updates.
  • A flexible report generation and design module that allows users to create, run and schedule their own reports.
  • Integrated securities data that allows you to leverage SS&C's SVC services for seamless data management.
  • Access to SS&C's Business Continuity Process and Disaster Recovery Facilities, which ensures your data is always online and accessible.
  • Streamlined interfacing and maintenance expenses, resulting in savings on third-party interfacing costs, documentation, training, upgrading and administration.
  • Ensure order efficiencies across a number of portfolios by avoiding over-buying and over-selling decisions.
  • Easily rebalance models, then apply decisions to accounts to generate proposed orders.
  • Build complex compliance rules quickly and easily by logging results against the order and, depending on the severity of the breach, alerting the compliance officer that authorization is required in order for the order to proceed.
  • Create customized reports, including Asset Mix by Model, Compliance Rules by Portfolio, Portfolio Model Details, Portfolio Valuation, Portfolios by Model and many more.