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SunGard rolls out wealth management mobile service

Friday 21 October 2011 15:16 CET | News

SunGard, a global software and technology services company, has launched a wealth management mobility strategy with the creation of several mobile applications that are set to allow advisors and retirement specialists to enhance client retention.

Called WealthStation, SunGard’s wealth management mobile services includes a tablet-based app for advisors to use in client meetings. WealthStation is also set to provide a financial planning module for the Web and tablets while offering tablet access to previously generated financial plans.

Another service is Mobile Meeting, which focuses on having the data required for a client meeting available in a tablet application.

The WealthStation service is based on a technology framework that is set to support mobile development through the common user interface.


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Keywords: SunGard, wealth management mobile service, WealthStation
Categories: Payments & Commerce
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Countries: World
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Payments & Commerce






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