Aite Group Names SunGard’s WealthStation as Best-in-Class High-Net-Worth Advisor Platform

Salt Lake City, UT – 7 March 2007

SunGard announced today that research firm Aite Group has named SunGard’s WealthStation wealth management technology solution as the Best-in-Class Complete Advisor Platform for the high-net-worth and ultra-high net-worth segments in Aite Group’s latest report, “Evaluating Wealth Management Advisor Platforms: Integrating the Front Office.” The report analyzes the requirements in the wealth management front office, defines the wealth management platform concept, and differentiates requirements and implementation strategies by platform type and wealth management client segment.

In the report, Aite Group cited that SunGard’s integration of PlanningStation and AllocationMaster, two best-of-breed solutions in their respective disciplines, were instrumental components in SunGard’s ability to build a top-of-the line wealth management platform. SunGard’s Common Services Architecture (CSA) facilitates a tight integration of these applications, not only on the user-interface level, but also on the data level. The financial planning modules within WealthStation offer advisors the flexibility to choose amongst several levels of complexity. In the area of investment planning, the recently released SunGard WealthStation 2.0 provides advanced functionality for unified managed accounts.

Alois Pirker, senior analyst at Aite Group and author of the report, said, “SunGard’s WealthStation is particularly strong in risk analytics capabilities and support for investment product selection, while financial planning and investment planning remain the platform’s core strengths. WealthStation provides support for several levels of planning, helping make WealthStation advantageous for both the mass-affluent and the high-net-worth client segments. WealthStation also provides tight, out-of-the-box integration with SunGard’s own back-office systems, including AddVantage, Global Plus, Charlotte and Phase3, while its integration with the newly acquired Automated Financial Systems solution will provide advanced trading tools and real-time, back-office interfaces.”

“WealthStation continues to make significant progress in helping advisors to succeed in serving clients over the long term, by offering a complete set of capabilities designed to support their clients’ financial needs,” said Blaine Maxfield, president of SunGard’s WealthStation business. “Our goal is to consistently anticipate and exceed the needs of retail brokerage, bank, trust, insurance and independent firms as they strive to be best in class.”

SunGard provides an integrated suite of services to help advisors meet the needs of their clients, grow assets and capitalize on expanding opportunities in wealth management. SunGard helps organizations deliver on the promise of a more holistic and consultative client experience by providing an array of capabilities for client profiling and financial planning, asset allocation and portfolio management, securities processing and asset accounting, and consolidated client reporting and performance measurement.

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