SunGard has introduced MyWealthSeries, a set of online financial planning tools that advisors can offer their clients and prospects from their own Web sites.

Leveraging financial planning concepts and calculators from SunGard’s WealthStation wealth management software, MyWealthSeries is delivered as a Software-as-a-Service via SunGard’s Infinity storefront.

SunGard’s MyWealthSeries helps investors run quick assessments of how they are positioned against their financial goals—including retirement, education, asset allocation and survivorship—without having to leave the advisor firm’s Web site.

In addition, MyWealthSeries offers advisors with limited resources the ability to adopt these online tools in a SaaS-based pay-as-you-go environment, without requiring the use of SunGard’s WealthStation platform or other advisor system.

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