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Advisor Plus Package

Pricing: $0 set up fee; $400 quarterly fee

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

  • Comprehensive Planning
  • Education Advisor
  • Financial Statements Advisor
  • Stock Options Advisor
  • Accumulation
  • Concept Profiler
  • Disability
  • IRA Analyzer
  • Survivor
  • RISE
  • AllocationMaster 
  • Estate Advisor
  • Retirement Advisor
  • Multi-Issue Advisor
  • At Retirement
  • Debt Management
  • Income Tax
  • Long Term Care
  • Multi-Issue Planning 

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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