WealthStation for Independent Financial Advisors and Wealth Managers

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A complete planning system for today’s financial professionals, SunGard's WealthStation helps advisors obtain the financial planning and asset allocation capabilities they need quickly and cost-effectively, all in a single system. Through its Software-as-a-Service (SaaS) delivery model, WealthStation provides the Web-based tools to meet the needs of independent advisors without the resources, 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 is designed to provide just the right tools for advisors to be productive, while introducing a platform for wealth management that can grow as the business grows.

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