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SunGard Online Investment Systems - online.sungard.com
Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability
PortfolioMaster ClientLock Frontier Analytics Synapse rules engines CrossSelling Expert Systems asset allocation WebPlaid AccessPlus Component Set financial planning tools New Issues Portal Suitability Contact Manager financial planning LockBox Cross-seller PortfolioPlus electronic statements Product Profiler
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