WealthStation

SunGard Launches a Financial Planning Solution that Helps Advisors Quickly Create Holistic, Client-Friendly Plans

SunGard has launched WealthStation CompAct, a new financial planning solution that gives advisors the ability to produce results-based, holistic financial plans quickly, simply and interactively.

SunGard Launches Advisor Tool for Tracking Clients’ Financial Goals to Plan Performance

SunGard has released WealthStation Plan Track, a financial planning tool that gives advisors the ability to illustrate how clients’ financial plan projections compare to their actual account performance over time.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2025 AdvisorWebsites.com. All rights reserved