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April 29, 2009

SunGard launches SaaS version of WealthStation wealth management platform

It enables access on demand by credit card, financial planning modules including SunGard’s asset allocation software

By CBR Staff Writer

SunGard has launched a software-as-a-service version of its WealthStation wealth management platform to help advisors obtain the financial planning and asset allocation capabilities.

Through its software-as-a-service (SaaS) delivery model, SunGard’s WealthStation provides a web-based, integrated platform to meet the needs of independent advisors without the resources, time constraints, and infrastructure cost of larger implementations, the company said.

According to SunGard, WealthStation’s SaaS offering allows advisors to access on demand by credit card, more than 60 financial planning modules, including SunGard’s asset allocation software, and automatically receive upgrades in a secure environment with full disaster recovery backup.

Kevin Rafferty, president at SunGard’s wealth management business, said: It is more important than ever for advisors to be agile in their service offerings and dedicate more time to acquiring, retaining and serving clients. Utilizing SunGard’s SaaS framework, WealthStation provides the technology and tools that advisors need to plan and execute investment strategies for their clients in an on-demand environment, without requiring a large capital expenditure.

SunGard is one of the world’s leading software and IT services companies.  The company provides software and processing services for financial services, higher education and the public sector.   It also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software.

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