The wealth management platform has been integrated with Advisys’ Back Room Technician (BRT) to provide advisers with seamless access to content on a wide range of financial planning topics.
The module helps advisers capture current client information, considering the client’s current situation and financial goals, and create personalized reports and presentations about a range of financial planning topics. Advisers can also tailor information to target certain demographic groups and use that in prospecting.
“In an increasingly competitive wealth management industry, financial advisers 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, in a news release.
WealthStation’s modules, available as a single process or as an end-to-end solution, include client management, financial planning, investment management, asset allocation, data aggregation, trading and rebalancing, reporting, client access and compliance.