SunGard has launched Mobile Meeting for Financial Planning as part of its comprehensive wealth management mobility strategy to help advisors strengthen their client relationships. Optimized for mobile tablet devices such as the iPad, Mobile Meeting helps enhance communication and collaboration between advisors and their clients by presenting vital financial planning information in a demonstrable and familiar mobile environment.
“SunGard’s Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way.” – Nate Call, vice president of product management, SunGard’s wealth & retirement administration business
Mobile Meeting for Financial Planning integrates with SunGard’s WealthStation Financial Planning and can be used with any system that supplies the required financial planning information. Mobile Meeting for Financial Planning provides the following capabilities:
- Full access to relationship details, demographics, beneficiaries and other client relationship data
- Net worth, financial planning, asset allocation, goal tracking, key results, MyRetirement and other planning calculators
- Secure document access
- Complete record of every client meeting
In 2012, SunGard launched Mobile Meeting for Portfolio Management, which integrates with SunGard’s Investor’sView to demonstrate holdings, balances, held away accounts, asset allocations and portfolio modeling, as well as access secure documents.