SunGard’s Investor’sView Named Best-in-Class in Three Categories in Portfolio Management Technology Analysis

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SunGard’s Investor’sView portfolio management and performance reporting solution has been named best-in-class in three out of four categories in CEB TowerGroup’s “Portfolio Management Systems Technology Analysis”

SunGard’s Investor’sView portfolio management and performance reporting solution has been named best-in-class in three out of four categories in CEB TowerGroup’s “Portfolio Management Systems Technology Analysis”* published in August 2012. Investor’sView received a best-in-class designation for Portfolio Tools, Advisory Experience and Enterprise Support.

According to the CEB TowerGroup report, “Portfolio Management Systems Technology Analysis” is tailored to reflect the needs of the end-user to diagnose the technology attributes particular to a firm, and to identify vendor products that align with the firm’s needs. By combining qualitative and quantitative data from interviews with industry experts, financial institutions, vendors, and surveys of wealth managers, CEB TowerGroup identified 24 attributes that define a “best-in-class” portfolio management system. These attributes are grouped into the four categories that highlight a firm’s marketing, advisor and enterprise needs.

Among the key differentiators of Investor’sView that contributed to its best-in-class assessment, as cited in the report, include:

  •     Portfolio Tools: Robust modeling capabilities that allow user to set up a target percentage and upload models from Excel
  •     Advisory Experience: On-demand reporting functionality that can produce ad hoc or scheduled reports on a pre-determined frequency
  •     Enterprise Support: Sophisticated training capabilities including on-site professionals and WebExs, business oriented documentation, and videos

CEB TowerGroup senior research director Peter Delano said, “Current and future investment in portfolio management technology is being driven by high-net-worth clients focused on building their portfolios, as well as advisors looking to serve their clients more effectively using systems that help them collaborate with and gather data from their clients more frequently. This leads to a strong client-advisor relationship through allowing advisors to stay connected with their clients, giving them real-time access to and advice on their portfolios, and creating customizable client portfolio reports.”

Mark Volker, senior vice president of SunGard’s wealth & retirement administration business, said, “SunGard is focused on improving the advisor and client experience. SunGard’s Investor’sView helps advisors interact with clients through a web portal, guide client meetings through integration with our Mobile Meeting solution, and assess and manage clients’ traditional and non-traditional assets. In addition, Investor’sView has strong integration with key vendors to help enhance workflows, provides sophisticated reporting, and employs a configurable user interface that helps bolster the user experience.”

  • CEB TowerGroup, Portfolio Management Systems Technology Analysis: CEB, 2012, Pages 4, 5, 45, 46, 48.

About SunGard’s Investor’sView
SunGard’s Investor’sView supports portfolio level account, holding and relationship data, along with performance measurement data and aggregated data for front office users, portfolio managers, financial planners, and back-office users. The Web-based product has an ASP delivered application and most users are investment managers including investment officers, portfolio managers, traders, compliance professionals, and those who serve as operational and administrative users at a bank.

About SunGard
SunGard is one of the world’s leading software and technology services companies. SunGard has more than 17,000 employees and serves approximately 25,000 customers in more than 70 countries. SunGard provides software and processing solutions for financial services, 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 $4.5 billion, SunGard is the largest privately held software and services company and is ranked 480 on the Fortune 500. Look for us wherever the mission is critical. For more information, please visit

Trademark Information: SunGard, the SunGard logo and Investor’sView 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.

Technology Assessment Disclaimer
CEB does not endorse any vendor, product or service depicted in our CEB TowerGroup publications and does not advise technology users to select only those vendors rated “best in class.” CEB TowerGroup research publications consist of the opinions of CEB TowerGroup’s analysts and should not be construed as statements of fact. CEB disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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