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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 on Demand provides the Web-based tools to meet the needs of independent advisors without the resources, time constraints, and infrastructure cost of large-scale implementations.

Features

• Comprehensive and modular financial planning and asset allocation tools combined with calculation engines and interactive, educational presentations
• More than 70 financial planning modules, including SunGard’s asset allocation software
• Comprehensive and goal-based planning
• Administrative capabilities control roles, permissioning, and allow customization of certain aspects of the system
• Automatic upgrades in a secure environment with full disaster recovery backup
• Available in different packages to serve the needs and experience level of any financial advisor

Benefits

• Available on demand by credit card: helps to simplify implementation, accelerate time-to-market, and gain ongoing processing and cost efficiencies with minimal IT support
• Shared Information across financial planning and asset allocation tools: helps save time and streamline processes by eliminating the need to login to multiple systems, or to perform unnecessary manual tasks for importing and exporting account data.
• Diverse planning: Financial planning tool 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

• WealthStation for Independent Advisors & Wealth Managers [PDF, 74 KB]

Related Products & Services

• WealthStation

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