SunGard Launches SaaS Version of WealthStation

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On-Demand Financial Planning and Asset Allocation Provides Advisors with Reduced Costs, Greater Agility and Scalability.

SunGard has launched a Software-as-a-Service* (SaaS) version of its WealthStation wealth management platform to help advisors obtain the financial planning and asset allocation capabilities they need quickly and cost-effectively. Through its 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.

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.

Many experienced advisors are departing traditional banks and brokerage firms to start their own independent advisory practices. There is also a growing demand for advisory services as investors seek guidance from investment professionals. These trends are leading to a greater need for quickly deployed advisor solutions. WealthStation’s SaaS delivery provides an automated, Web-based environment that helps to simplify implementation, accelerate time-to-market, and gain ongoing processing and cost efficiencies with minimal IT support.

Kevin Rafferty, president of 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. WealthStation’s SaaS solution gives independent advisors access to the same quality tools enjoyed by traditional institutions.”

  • SunGard Financial Systems is pursuing a visionary initiative to transform some of the key functionality of its core systems into components to form a new software development and on-demand delivery environment called Infinity. Infinity enables financial institutions to develop and deploy custom applications, integrating SunGard components with their own proprietary or third party components. Infinity uses SunGard's Common Services Architecture (CSA), a service-oriented architecture (SOA) development framework, offering business process management (BPM) and a virtualized, software-as-a-service (SaaS) infrastructure.

About SunGard’s WealthStation
SunGard’s WealthStation provides wealth managers with tools to help them acquire, service and grow their client relationships. Integrating client management, financial planning, investment management, asset allocation, data aggregation, trading, rebalancing, reporting, client access and compliance tools into a single platform, WealthStation delivers a flexible architecture to help advisors improve their productivity while providing increased service levels to their clients.

About SunGard
SunGard is one of the world’s leading software and IT services companies. SunGard serves more than 25,000 customers in more than 70 countries, including the world’s 25 largest financial services companies.

SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software.

With annual revenue exceeding $5 billion, SunGard is ranked 435 on the Fortune 500 and is the largest privately held business software and services company on the Forbes list of private businesses. Based on information compiled by Datamonitor*, SunGard is the third largest provider of business applications software after Oracle and SAP. Continuity, Insurance & Risk has recognized SunGard as service provider of the year an unprecedented five times. For more information, please visit SunGard at

*January 2009 Technology Vendors Financial Database Tracker

Trademark Information: 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.

STN Brokerage Services are provided by SunGard Institutional Brokerage Inc. * Member FINRA/SIPC * 377 E. Butterfield Rd., Suite 800 * Lombard, IL, USA 60148


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