Independent Research Firm Names SunGard’s WealthStation Best-in-Class for Financial Planning Technology

24 November 2014

SunGard’s WealthStation Financial Planning solution has been named best-in-class in the CEB TowerGroup “Financial Planning Solutions: Technology Analysis”* published in November 2014. WealthStation received a best-in-class ranking in all four categories:  Client Engagement, Advisor Experience, Advisory Tools, and Enterprise Support.

The CEB TowerGroup technology analysis provides a customer-driven, transparent, and unbiased review designed to drive informed business decisions. By combining qualitative and quantitative data from interviews with industry experts, financial institutions, vendors, and surveys of wealth managers, CEB TowerGroup analysts identified 23 attributes that define a “best-in-class” financial planning technology solution.

“Financial planning can be one of the most effective differentiators for wealth managers when aligned with the unique circumstances of each client. Firms that are able to provide a tailored experience across multiple channels and market segments can experience increased loyalty and the opportunity to introduce additional products and services to address their clients desired outcomes. SunGard consistently focuses on helping advisors and investors adapt to changing requirements and achieve the best possible outcomes through comprehensive, goal-based planning. SunGard’s WealthStation helps streamline the creation of complex financial plans, comprehensive client reporting, and modeling to help advisors guide their clients through evolving personal and financial market scenarios.” – Scott Parry, EVP & general manager - advisory and investment services, SunGard’s wealth & retirement administration business

“High-net worth clients’ focus on achieving goals makes financial planning a critical tool for advisors. These clients are looking to compare their portfolio performance relative to their personal financial goals. In addition, there’s a shift towards financial planning that incorporates all modules, as more than half of plans delivered are comprehensive.” – CEB TowerGroup research director, Darrin Courtney

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development