19 February 2017
Visit dh.com

SunGard unveils Mobile Meeting for Financial Planning

11 February 2013  |  1542 views  |  0 Source: SunGard

SunGard has launched Mobile Meeting for Financial Planning as part of its comprehensive wealth management mobility strategy to help advisors strengthen their client relationships.

Optimized for mobile tablet devices such as the iPad, Mobile Meeting helps enhance communication and collaboration between advisors and their clients by presenting vital financial planning information in a demonstrable and familiar mobile environment.

"SunGard's Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way." - Nate Call, vice president of product management, SunGard's wealth & retirement administration business.

Mobile Meeting for Financial Planning integrates with SunGard's WealthStation Financial Planning and can be used with any system that supplies the required financial planning information. Mobile Meeting for Financial Planning provides the following capabilities:
• Full access to relationship details, demographics, beneficiaries and other client relationship data
• Net worth, financial planning, asset allocation, goal tracking, key results, MyRetirement and other planning calculators
• Secure document access
• Complete record of every client meeting

In 2012, SunGard launched Mobile Meeting for Portfolio Management, which integrates with SunGard's Investor'sView to demonstrate holdings, balances, held away accounts, asset allocations and portfolio modeling, as well as access secure documents. 

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
Visit contisgroup.comhttp://www.financialcrimerisk.fiserv.com/aml?r=finextraVisit capgemini.com

Top topics

Most viewed Most shared
IBM and Visa join forces to turn billions of connected devices into points of saleIBM and Visa join forces to turn billions...
13883 views 11 comments | 48 tweets | 80 linkedin
Nesta launches £5 million Open API challengeNesta launches £5 million Open API ch...
10022 views comments | 21 tweets | 18 linkedin
Jaguar embeds payments into digital dashboardJaguar embeds payments into digital dashbo...
9380 views comments | 48 tweets | 55 linkedin
The fintech effect: Banks buy in to benefits of boosting financial well-beingThe fintech effect: Banks buy in to benefi...
8801 views comments | 15 tweets | 11 linkedin
Kevin the bot uses blockchain to offer insurance for P2P transactionsKevin the bot uses blockchain to offer ins...
7517 views comments | 16 tweets | 12 linkedin

Featured job

Six Figure Base + Commission + Stock Options
London

Find your next job