20 September 2017
Visit http://response.ncr.com

SunGard unveils Mobile Meeting for Financial Planning

11 February 2013  |  1575 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 www.sibos.comvisit www.temenos.comvisit www.vasco.com

Who is commenting?

A Finextra member Finextra Member Commented on: The C-Suite Challenges...
A Finextra member Finextra Member Commented on: Dutch bank sentences t...

Top topics

Most viewed Most shared
HSBC switches on selfie payments in ChinaHSBC switches on selfie payments in China
10326 views comments | 22 tweets | 39 linkedin
Equifax hack: Visa and Mastercard flag 200k compromised credit cardsEquifax hack: Visa and Mastercard flag 200...
10263 views comments | 6 tweets | 17 linkedin
Dutch bank sentences teenage DDoS culprit to community serviceDutch bank sentences teenage DDoS culprit...
9115 views comments | 6 tweets | 3 linkedin
UAE banks pool cyber security dataUAE banks pool cyber security data
7597 views comments | 5 tweets | 4 linkedin
ING moves into digital wealth management with Scalable CapitalING moves into digital wealth management w...
7470 views comments | 14 tweets | 15 linkedin

Featured job

Competitive base, double ote, benefits
London, UK

Find your next job