In the report, Aite Group cited that SunGardâs integration of PlanningStation and AllocationMaster, two best-of-breed solutions in their respective disciplines, were instrumental components in SunGardâs ability to build a top-of-the line wealth management platform. SunGardâs 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, âSunGardâs WealthStation is particularly strong in risk analytics capabilities and support for investment product selection, while financial planning and investment planning remain the platformâs 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 SunGardâs 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.â
âWealthStation 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 clientsâ financial needs,â said Blaine Maxfield, president of SunGardâs WealthStation business. âOur 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.â
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.