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

Submitted by Technology Tools for Today on September 25th, 2013

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. This new advisor tool helps advisors grow their businesses through stronger client relationships driven by an improved capacity to help them achieve financial outcomes.

“Investors are seeking more transparency around the performance of their financial plans over time. WealthStation Plan Track helps advisors quickly adjust financial plans as needed to track to goals, thereby helping to demonstrate their value to clients and strengthen relationships through more frequent engagement opportunities to discuss the plan’s progress.” - Jennifer Valdez, senior vice president & general manager, SunGard’s wealth & retirement administration business

“One of the biggest demands clients have is a desire for a holistic and tailored financial plan. Whether it is a custom plan, an on-demand report, or collaborative access to their portfolios, clients will be driving the way they interact with their advisors, the firms that employ them, and the technology required to meet their ever-increasing needs.” - Darrin Courtney, research director, CEB TowerGroup

WealthStation Plan Track helps advisors acquire, retain and service clients through these innovative features:

  • Combines data from different financial planning tools ¾ which may separately provide future account values and changes monitored over time ¾ into one data set to display how account values assigned to the financial goal are expected to change in the future
  • Gives advisors the ability to set an acceptable range of deviation above or below the projections or actual values
  • Triggers alerts or corrective actions for deviations the advisor determines to be material

About SunGard Financial Systems

SunGard Financial Systems provides mission-critical software and IT services to institutions in virtually every segment of the financial services industry. The primary purpose of these systems is to automate the many detailed processes associated with trading, managing investment portfolios and accounting for investment assets. These solutions address the processing requirements of a broad range of users within financial services, including asset managers, traders, custodians, compliance officers, treasurers, insurers, risk managers, hedge fund managers, plan administrators and clearing agents. In addition, we also provide professional services that focus on application implementation and integration of these solutions and on custom software development.

© SunGard 2013. All rights reserved.
SunGard, the SunGard logo and WealthStation are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries.  All other trade names are trademarks or registered trademarks of their respective holders.

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