Sungard Wealth Management

GPTKB entity

Properties (61)
Predicate Object
gptkbp:instanceOf gptkb:Insurance_Company
gptkbp:acquisition gptkb:FIS
gptkbp:focusesOn Client-Centric_Solutions
gptkbp:has Investment Research Tools
Strategic Partnerships
Client Education Programs
Compliance Programs
Comprehensive Financial Solutions
Diverse Investment Options
Dedicated Support Teams
Experienced Financial Professionals
Client_Advisory_Services
Investment_Strategies
Client_Relationship_Management_System
Research_and_Analysis_Team
Wealth_Management_Advisors
gptkbp:headquarteredIn gptkb:Wayne,_Pennsylvania
https://www.w3.org/2000/01/rdf-schema#label Sungard Wealth Management
gptkbp:isActiveIn Financial_Markets
gptkbp:isAssociatedWith Various Financial Institutions
gptkbp:isEngagedIn Philanthropic Activities
Client Feedback Initiatives
gptkbp:isFocusedOn Client Wealth Preservation
Long-Term Financial Goals
gptkbp:isInvolvedIn Investment Education
Community Outreach Programs
gptkbp:isKnownFor Innovative_Financial_Solutions
Personalized_Service
Customized_Wealth_Solutions
gptkbp:isPartOf gptkb:Sungard
Global_Financial_Services_Industry
gptkbp:isRecognizedBy Industry Awards
gptkbp:isRecognizedFor Client Satisfaction
gptkbp:isRegulatedBy gptkb:Securities_and_Exchange_Commission
gptkbp:isSupportedBy Technology Infrastructure
gptkbp:offers Financial Literacy Programs
Investment Policy Statements
Investment Diversification Strategies
Retirement Plan Services
Alternative Investment Opportunities
Estate_Planning_Services
Insurance_Services
Investment_Advisory_Services
Portfolio_Management_Services
Financial_Planning_Services
Wealth_Transfer_Strategies
gptkbp:operatesIn gptkb:United_States
gptkbp:provides Market Insights
Financial Risk Assessment
Client Reporting Services
Retirement Income Planning
Wealth Accumulation Strategies
Financial Performance Analysis
Risk_Management_Services
Tax_Planning_Services
Investment_Management_Services
Wealth_Management_Technology_Solutions
gptkbp:serves High-Net-Worth Individuals
gptkbp:specializesIn Retirement Planning
gptkbp:utilizes Financial_Technology_Solutions
gptkbp:wasFoundedIn 1983