WealthStation On Demand

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ON-DEMAND ACCESS FOR INDEPENDENT ADVISORS AND WEALTH MANAGERS

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WealthStation’s modular planning solution is designed to provide advisors with the tools to build specific plans based on their clients' needs and wants. This solution assists advisors to be more productive and clearly communicate financial concepts through individual plans and reports. WealthStation helps advisors and wealth managers identify and quantify their clients’ financial goals. In addition, it gives firms administrative control of system features, user access and permissions. 

WealthStation’s software-as-a-service (SaaS) offering allows advisors to access WealthStation’s capabilities on-demand by credit card. WealthStation provides the tools to help advisors acquire, service and grow their client relationships. 

With WealthStation On-Demand, subscribing advisors have access to:

  • More than 60 financial planning modules
  • SunGard’s asset allocation tool, AllocationMaster
  • Automatic upgrades in a secure environment
  • Full disaster recovery backup

PRICING:              

Package: Set Up Fee: Quarterly Fee:

Calculators
Asset Allocation
Sales Pro
Advisor
Advisor Plus
Platinum

$0
$495.00
$ 0
$ 0
$ 0
$ 0 

 $50.00
$99.00
$200.00
$300.00
$400.00
$625.00