Integration provides ready access to consolidated client data, overviews. SunGard has made Albridge Solutions' client-account data available through its PlanningStation financial modeling and planning application.

Broader view

"One of the biggest challenges in wealth-management is having a complete view of the client's financial situation," says Blaine Maxfield, president of wealth-management solutions at Wayne, Pa.-based SunGard. "SunGard's integration with Albridge helps users to leverage the data-consolidation strengths of Albridge and use that information in a data-collection process with SunGard's financial-planning tools, which help advisors create an unlimited number of what-if' planning scenarios and then update them instantly with account data from Albridge."

The data integration gives advisors who use SunGard PlanningStation and Albridge's data services -- RIAs, individual financial planners, broker-dealer home-office reps and bank-based wealth managers -- access to customer account data and consolidated views of customer assets, according to SunGard.

Albridge executive v.p. Jake Rohn says the point of integrating his firm's account data with SunGard's PlanningStation is to help advisors get a better sense of their clients holdings and the degree to which financial plans are succeeding. "Our open architecture approach helps financial advisors to efficiently access an accurate, holistic view of client data through SunGard's best-of-breed financial planning tools and wealth management solutions," he adds.

Lawrenceville, N.J.-based Albridge provides enterprise wealth-management services to more than 90,000 financial advisors at 150 financial institutions.

SunGard's PlanningStation helps wealth managers develop retirement plans, portfolio allocations, and other financial plans for retail investors. -FWR

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