WealthStation for Independent Advisors and Wealth Managers

SunGard’s WealthStation for Independent Advisors and Wealth Managers integrates both financial planning and asset allocation into a single, complete planning system for today’s financial professionals. Available through a Software-as-a-Service (SaaS) delivery model, WealthStation provides the Web-based tools to meet the needs of independent advisors without the resouces, time constraints, and infrastructure cost of large-scale implementations.

WealthStation's SaaS offering allows advisors to access on-demand by credit card, more than 60 financial planning modules, including SunGard's asset allocation software, and automatically receive upgrades in a secure environment with full disaster recovery backup.

WealthStation also helps facilitate improved data sharing between tools and mitigate information error risk. The administrative tools provided give the independent firm or advisor administrative control over system features, users and clients reducing the need for external technical support and customization and offering a high degree of flexibility. WealthStation for Independent Advisors and Wealth Managers is designed to provide the right tools for advisors to be productive, while introducing a platform for wealth management that can grow as the business grows.

Features

Financial Planning Capabilities

  • Comprehensive and modular financial planning tools combined with calculation engines and interactive, educational presentations
  • Analyzes data to help clearly communicate financial concepts and provide individualized reports
  • Advanced analytics
  • Comprehensive planning
  • Goal-based planning
  • Three levels of analysis plus calculators
  • Monte Carlo simulation
  • Scenario planning
  • “What If” modeling

Asset Allocation Capabilities

  • Identify and quantifier clients’ financial goals and resources and then create realistic, tax-efficient and diversified plans and portfolios tailored to each client

Administrative Suite

  • Share client information through selective teams
  • Set variable parameters
  • Specify disclaimer and 'action checklist' text displayed on screen and in printed reports
  • Access printed report plans for review purposes
  • Administrative reports allow access to the client and user information, including report generation histories, detailed user and client lists and referral lists

Benefits

  • Available On Demand: Through a Software-as-a-Service delivery model, WealthStation provides an automated, Web-based environment that helps to simplify implementation, accelerate time-to-market, and gain ongoing processing and cost efficiencies with minimal IT support.
  • Shared Information: As financial plans are crafted, the system’s asset allocation tools can access the revised or proposed information. Similarly, as assets are allocated, that information is available to the financial planning tools. There is no need to log out and then into another system, or to perform unnecessary manual tasks for importing and exporting account data. This can help save time and streamline processes.
  • Diverse Planning: Financial planning that handles everything from the most basic financial goals to comprehensive cash-flow planning.
  • Broad Functionality: Each firm or independent investment advisor can have a fully customized system and enjoy the benefits previously only available to large, institutional firms.
  • Internal Administration: The administrative suite helps reduce the need for external technical support and customization, offering a high degree of flexibility.

Brochures & Datasheets

Related Products & Services

  • WealthStation

    An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.