Charlotte
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From the publisher website or publicity Overview Connect your clients...your staff...your business partners with SunGard's Charlotte® trust management system. You've worked hard to establish positive connections that endure. The fundamentals that have made you successful still apply, but the rules are changing. Your work is increasingly complex. Your clients are more demanding. The pace of e-commerce is accelerating. Many facets of your business must come together to achieve sustainable success. With so many details to manage, even your most valued business connections can become strained. So, how do you stay nimble and responsive while keeping your costs in check? In the never-ending battle to stay competitive, you need the command and control capabilities that a proven technology partner can provide. As your business evolves, you need a comprehensive solution that can adapt to your changing environment. At SunGard, we have the resources to help you compete and profitably manage and grow your business. We have the technology to extend your reach, to make sense of the details, and to foster new connections. We have the tools to increase staff productivity, enhance partner effectiveness, and encourage client loyalty. We have the service expertise to build and bind trusted relationships. With SunGard's Charlotte system, you have the core technology and system connections to achieve your goals. Charlotte's open design, rich functionality, and user-friendly flexibility, puts you in control of your data and gives you and your staff the tools to perform at optimum levels. A SunGard partnership can help unite your clients, staff and business partners as never before possible. Connect Your Clients. Stay linked to your valued clients with Charlotte's advanced reporting and communication tools: Internet statements, on-demand Internet account access, simplified broker-style statements with graphs, color presentations, e-mail exchanges, after hours system access, even real-time trading…all designed to enhance your service levels. Your clients get the right information, the right way, at the right time.Connect Your Staff Enable them to work more productively and serve your clients more responsively. The intuitive Windows software works with your office automation tools, so you can leverage your current technology investment. Charlotte's robust applications streamline your investment process, securities processing routines, operations workflow, fee management, and regulatory reporting. With Charlotte, you can gain internal efficiencies while proactively reaching out to your clients and prospective customers. Connect Your Business Partners Expedite the flow of information. Charlotte clients have access to our far-reaching network that delivers the information you and your partners need to conduct efficient, cost-effective business exchanges. You have access to a wide range of support vendors and complementary service providers. Charlotte's data center is your hub to the world of e-commerce. In the competitive financial industry, you need the power and sophistication of SunGard to help you respond to changing marketplace demands. Charlotte levels the playing field, enabling independent fiduciaries and asset managers to compete with larger scale institutions. Charlotte empowers your clients, staff and business partners with the resources needed to satisfy their information needs and ongoing service requirements. Charlotte gives you the technology and support to build business connections that endure. |
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Vendor: Sungard |
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