SunGard Trust Portfolio Account Link
Giving clients anytime access to their account information streamlines information sharing and demonstrates your commitment to providing added value. Within Charlotte Customer Access, the Portfolio Account Link interface displays customer account summaries, transaction activity and investments. Each client may tailor their system views and statement delivery preferences while you receive usage reports of their activity.
”SunGard Trust Systems was already well underway with their project - enlisting the help of one of the nations largest computer manufacturers to deploy their latest product development called PAL, but there were problems. The vendor could not execute timely. They were confused about the platform. SunGard reached out to Breakthrough Technologies for assistance.
The challenge was conveyed - throw out the old design except for the look and feel, architect and build a new system from the ground up that can pull data from the mainframe into a SQL Server database, and provide a branded web front-end for consumers to view their investment activity on a daily, monthly, and quarterly basis, complete with graphs, personalization, and the ability to download into Quicken.
One more thing...train our existing development team, work with our DBA, and turnkey the deliverable in just 8 weeks for the official launch.
The resulting solution was delivered on schedule, on budget, and transferred to SunGard’s internal development team for maintenance and evolution. Portfolio Account Link is now an integrated module within the SunGard Trust Charlotte platform.
Technology Components
Windows Server, IIS, SQL Server, VB.
Implementation Partners
Creative Touch Design