SunGard’s WealthStation Wins “XCelent” Awards in Celent’s Financial Planning Vendor Landscape Study

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SunGard’s WealthStation has received the XCelent Technology and XCelent Functionality awards in Celent’s research report on The Financial Planning Vendor Landscape 2011.

SunGard’s WealthStation has received the XCelent Technology and XCelent Functionality awards in Celent’s research report on The Financial Planning Vendor Landscape 2011. The report examines twelve leading vendors in the North American financial planning segment and provides detailed profiles of each vendor followed by comparisons and rankings.

The study uses the Celent ABCD Vendor View, which shows at a glance the relative position of vendors in the following categories: Advanced Technology, Breadth of Functionality, Customer Base (number of clients), and Depth of Client Services on two separate X/Y scales. Within the Breadth of Functionality category, SunGard was named as the most notable vendor and stood out from others due to its multiple planning levels, strong what-if scenario functionality, extensive list of modules (70), and financial planning concept. SunGard was also named a leading vendor in the Advanced Technology category.

Isabella Fonseca, research director at Celent, said, “The market going forward will focus around better client service, and as such, vendors must adapt to the new environment by offering tools and services that address specific needs and pain points. Firms using SunGard’s financial planning component state that SunGard is a responsive partner, addressing inquiries and custom work promptly. Additionally, the product is considered to be extremely robust.”

Sean Cunniff, senior vice president, advisor and investment solutions, for SunGard’s wealth management business, said, “Financial planning tools are crucial for advisors to be able to help their clients meet their goals and in turn build stronger, long-term relationships. SunGard continues to invest actively in WealthStation’s financial planning capabilities. Expanded Web Services and goal tracking functionalities, streamlined retirement planning capabilities, and additional financial planning data mining components will help advisors enhance their efficiency and increase transparency with their clients.”

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 technology services companies. SunGard has more than 20,000 employees and serves 25,000 customers in 70 countries. 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 of about $5 billion, SunGard is ranked 434 on the Fortune 500 and is the largest privately held business software and IT services company. Look for us wherever the mission is critical. For more information, visit

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.

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