Advisor Blog

SunGard WealthStation On Advisors4Advisors

General

Tuesday, 01 September 2009

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SunGard WealthStation, a leading financial planning application with 125,000 users, has posted its specifications on advisorsforadvisors, a practice management website for independent advisors.

Posting of the specifications enables advisors to compare WealthStation to 10 other financial planning apps feature by feature, side-by-side.

With annual revenue exceeding $5 billion, 20,000 employees and customers in 70 countries, SunGard is the world’s largest financial services technology firm. Its WealthStation product for financial planning is used by many banks and brokerages as well as about 1,500 RIAs.

According to the specifications SunGard posted, WealthStation:

· Provides an interface that is meant to be shared with clients

· Allows advisors to display three “what-ifs” in financial plans

· Includes data interfaces with 25 BDs, custodians and institutions

· Models Credit Shelter Trusts as well as ILITs, CRTs, QPRTs, and QTIPs

· Can be used for filling in Schedules A, B, C and D of federal tax forms

advisorsforadvisors is a portal for advisors providing:

· Links to all the market and industry news you need to read every business day by 8:30 EDT.

· Analysis of all key practice management issues by industry experts.

· Connections to a social network of advisors who practice just like you.

· A tool to compare advisor applications feature-by-feature, side-by-side.

· Access to advisor reviews of applications and independent software user groups.

· A way to find firms best-suited to be your disaster recovery site.

· Free CE credit 24/7 for replays of the Financial Advisor Webinar Series.

Please register for a free trial of advisorsforadvisors.

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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.