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Operational
Support
Communications Technology
Wright’s IT
professionals work with a variety of file formats and delivery
mechanisms to exchange information from and to other systems.
Specifically, Wright has developed interface capabilities with some
recordkeeping systems and has the ability to receive information
electronically from several external sources, such as:
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SunGard Auto
Trust or Charlotte System
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SunGard NCS
Series 7 System
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Investors’
Bank & Trust Custody
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Northern
Bank & Trust
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Bank of
New York
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First Trust
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Dedicated Investment Officer
Wright assigns
a dedicated Investment Officer to each client institution, whose
responsibility it is to oversee accounts, perform account reviews,
and implement asset allocation or portfolio changes. The dedicated
Investment Officer is often in touch on a daily basis.
Wright NetTrust Support Center
The WrightNet Trust
Support Center website provides secure internet access to
account and other information such as:
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Investment
Management
Portfolio Advisor
(updated daily)
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Most recent
statement
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Investment
Results updated weekly on most companies
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Portfolio
Holdings
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Realized Gains
& Losses
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Purchases
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Income &
Expense (weekly print version)
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Deposits &
Withdrawals
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Special
Instructions weekly, monthly, quarterly
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Demographic
Information
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Investment
Research
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Complete
financial profiles on all AWIL companies
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One-page
company reports –
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Comparative
Wright Quality Ratings
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Approved
Wright Investment List
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Investment
Advice & Analysis
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Investment
Market Commentaries:
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International
Commentaries
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Performance of
Wright mutual funds
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Wright has developed the
concept, the materials, the products and the process for generating
new business prospects from your bank customer base.
For a demonstration of
the WrightNet Trust Support Center call 1-800-232-0013, ext. 4425.
View Winthrop Financial Marketing’s Retirement Check Up3 on the
web at http://www.retirementcheckup.com
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