Technology

SunGard Enhances Wealth Planning System

Tom Burroughes Editor London 21 October 2008

SunGard Enhances Wealth Planning System

SunGard, the US-based software firm, said it has expanded the financial planning content available in its WealthStation wealth management platform.

WealthStation has been integrated with Advisys’ Back Room Technician system to provide advisors access to content on a wide range of financial planning topics.

SunGard says clients want to play a more active role in analysing their investment needs and need tools to help them communicate investment ideas rapidly within a few minutes.

“In an increasingly competitive wealth management industry, financial advisors need a faster and easier way to simplify complex financial planning topics for their clients in order to build relationships and increase sales,” said Blaine Maxfield, chief operating officer of SunGard’s wealth management business.

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