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 SunGards WealthStation wealth management software, MyWealthSeries is delivered as a Software-as-a-Service via SunGards Infinity storefront.
SunGards MyWealthSeries helps investors run quick assessments of how they are positioned against their financial goalsincluding retirement, education, asset allocation and survivorshipwithout having to leave the advisor firms 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 SunGards WealthStation platform or other advisor system.
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