Products October 28, 2008

SunGard Adds to WealthStation Financial Planning Features

SunGard announced more enhancements to its WealthStation platform, including a cash flow-based approach to retirement planning, new online self-service client tools, and new financial planning capabilities for Canadian firms.
Reported by

According to a SunGard news release, WealthStation’s financial planning module has been redesigned to provide a cash flow retirement planning approach that helps clients use assets on an as-needed basis and supports deferred taxation on qualified plans. It helps an adviser’s clients take advantage of more specific, multiple retirement goals using multi-phased assumptions on objectives, returns and taxes, including factors such as part-time income, the company said.

The company also said WealthStation’s online client access capabilities have been expanded with additional planning modules that advisers can provide to their clients via the Web.

Last week, the firm announced the addition of the financial planning module (see SunGard Integrates Financial Planning Content into WealthStation Platform).

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