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Advisor Package

Pricing: $0 set up fee; $300 quarterly fee

Advisor is a high-end planning package that includes the following modules:

  • Accumulation 
  • AllocationMaster 
  • At Retirement
  • Concept Profiler
  • Debt Management
  • Disability 
  • Education Advisor
  • Estate Advisor
  • Financial Statements Advisor
  • Income Tax 
  • Intelligent Questionnaire
  • IRA Analyzer
  • Long Term Care
  • Lump Sum Pension
  • Multi-Issue Advisor 
  • Retirement Advisor
  • RISE (Retirement Income Simulation Expert)
  • Stock Options Advisor
  • Survivor

Contact Information

801.955.3169
wssales@sungard.com
Support Number
646.445.1004

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Terms and Conditions Apply. All information is kept strictly confidential.

Packages

Click on the links for a description of each package:

  • Calculators 
  • Asset Allocation
  • Sales Pro 
  • Advisor 
  • Advisor Plus 
  • Platinum

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