WealthStation Financial Planning
SunGard offers wealth management advisors WealthStation Financial Planning, which integrates all of its financial planning tools on a single, Web-based platform. WealthStation helps provide the tools you need to be successful. Whether you are creating proposals, reallocating client assets or investments, performing modeling, creating what-if scenarios, or analyzing the easy-to-understand breakdowns of current financial states, the financial planning tools in WealthStation help make your job easier.
WealthStation has more than 60 different planning modules that cover more than 20 financial concepts — from single-issue, goal-based planning to lifetime, cash-flow planning, including:
- Comprehensive planning
- Portfolio allocation
- Retirement planning
- Scenario comparison
- What-if modeling
- Monte Carlo simulation
Most modules include a sales presentation of your client’s current situation and analysis results in a graphical, easy-to-read format to help your client understand the planning process, available options and the advice you provide.
For more information, please visit www.sungard.com/wealthstation.
Related Products:
WealthStation: An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.
WealthStation Trading: a browser-based, advisor desktop that integrates account management, trading, workflow, market data, and portfolio management within a single, personalized and standalone platform.
Wealth Management University: a professional development and training solution for financial advisors, bank and trust professionals, and benefit administrators.
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Product and service specifications
| Database |
• MS SQL Server
• MySQL
• Oracle
|
| Language used |
• Java
• Other
|
| Operating system |
• N/A
|
| Pricing structure |
• Per seat
|
| User interface |
• GUI
• Web
|
Tags:
WealthStation, SunGard, financial planning software, financial planning; WealthStation Financial Planning; comprehensive planning; monte carlo simulation; what if modeling; retirement planning; portfolio allocation; goal based planning
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Company profile
SunGard is one of the world’s leading software and IT services companies. Our four businesses serve more than 25,000 customers in over 50 countries, including the world’s 25 largest financial services companies.
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