Sungard has been cited as a leader in Financial Planning Software, among the select companies Forrester invited to participate in its September 2007 independent report, The Forrester Wave: Financial Planning Software, Q3 2007.
In the report, SunGard’s PlanningStation financial planning solution, a component of SunGard’s WealthStation wealth management platform, was cited as “an especially good fit for financial services companies with a broad range of advisors, as well as firms requiring a global solution to integrate with existing tools. PlanningStation scored a perfect 5.00 for data integration and account aggregation capabilities, making it highly suitable for firms requiring a solution that integrates with existing applications and databases.” In addition, SunGard earned the highest score for market presence, which included client base, country presence and financials.
“SunGard’s global experience in working with large financial services institutions plays out in its financial planning software, which has strong enterprise functionality and integration capabilities. PlanningStation also has strong enterprise capabilities in the areas of event trigger and alerts, client access, multi-advisor access and management reporting. Another advantage is the ability to access the system using single sign-on from any application,” says Alyson Clarke, principal analyst, Forrester Research, and author of the report.
“SunGard is committed to meeting the ongoing needs of advisors and institutions as financial planning becomes a keystone in the larger process of managing a client’s financial lifestyle,” adds Blaine Maxfield, chief operating officer of SunGard’s wealth management business.