First American Capital and Trading Corp. Selects SunGard’s WealthStation and Valdi for Advisor Trading and Online Client Access

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First American Capital and Trading Corp., an independent broker-dealer and investment banking firm based in Boca Raton, Florida, has chosen SunGard’s WealthStation Trading to provide financial advisors with an advanced broker workstation offering trading and reporting functionality.

First American Capital and Trading Corp., an independent broker-dealer and investment banking firm based in Boca Raton, Florida, has chosen SunGard’s WealthStation Trading to provide financial advisors with an advanced broker workstation offering trading and reporting functionality. The firm will also use WealthStation Client Access to provide its clients secure online access to account information and market data. First American has also selected SunGard’s Valdi order management system for agency and riskless principal orders. Both WealthStation and Valdi integrate with the back-office system provided by First American’s clearing firm.

First American’s broker-dealers, investment advisors, institutional investors and registered representatives across the globe will use WealthStation for trading across multiple asset classes, as well as for basket trading, performance reporting, consolidated on-screen data, real-time account views and trade execution. In addition, WealthStation will provide First American’s retail and institutional clients with online access to up-to-date information on their accounts and tax lots, as well as market data, research, and performance reporting.

Robert Devito, chief financial officer at First American Capital and Trading Corp., said, “By choosing WealthStation and Valdi, we’re pleased to be able to give our advisors the advanced trading capabilities they need to be more effective, and we’re excited about the future possibilities of SunGard’s ongoing developments in terms of processing, displaying and integrating information. WealthStation and Valdi help us to simplify trade processing and provide secure, online account access for our clients, helping them to stay informed and engaged in the process.”

Melissa Cullen, executive vice president of SunGard’s wealth management business, said, “In order to deliver the highest level of client service and effectively compete, advisors need technology solutions that offer the depth of functionality, speed and reliability in a streamlined environment. WealthStation and Valdi provide the flexibility to configure specific workflows to meet the needs of different types of users, and ultimately help enhance advisors’ productivity and responsiveness to client needs.”

About First American Capital and Trading Corp.
First American Capital and Trading Corp. is a FINRA member broker dealer that provides back-office and execution services to both domestic and international financial services firms. FACTC executes in over 40 countries worldwide across a multitude of asset classes. Processing over $1 Billion dollars in transactions monthly, FACTC is a dedicated outsource solution so that its clients can focus on their individual sales objectives with the benefit of a dedicated processing team. For more information, visit http://www.factc.com.

About SunGard’s WealthStation
SunGard’s WealthStation provides wealth managers with tools to help them acquire, service and grow their client relationships. Integrating client management, financial planning, investment management, asset allocation, data aggregation, trading, rebalancing, reporting, client access and compliance tools into a single platform, WealthStation delivers a flexible architecture to help advisors improve their productivity while providing increased service levels to their clients.

About SunGard’s Valdi
SunGard’s Valdi provides equities, futures, fixed income and options traders with multi-asset, front-to-back trading and risk management solutions on 110 markets worldwide. SunGard’s Valdi global trading solutions support the entire trade lifecycle including integrated trade and order management systems, execution services, risk management, compliance, and clearing and settlement services. With connectivity via SunGard’s global network, SunGard's global trading solutions help customers achieve increased performance, low latency and execution across multiple platforms, instruments and geographies.

About SunGard
SunGard is one of the world's leading software and technology services companies. SunGard has more than 20,000 employees and serves 25,000 customers in 70 countries. SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue of about $5 billion, SunGard is ranked 380 on the Fortune 500 and is the largest privately held business software and IT services company. Look for us wherever the mission is critical. For more information, visit http://www.sungard.com.

Trademark Information: SunGard, the SunGard logo, WealthStation and Valdi are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.

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Adriana Senior
SunGard
718-578-1130
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