US-headquartered financial technology firm SunGard has
launched WealthStation CompAct, a planning solution designed to give advisors
the ability to rapidly produce financial plans.

The solution is compatible with other WealthStation
Financial Planning modules; WealthStation CompAct is a single, stand-alone
application.

“With increasing competition and a drive toward greater
efficiency and productivity, advisors need to differentiate themselves by
offering comprehensive and client-friendly financial plans that help clients
quickly understand how to achieve prioritized goals. At the same time,
financial advisors are looking to extend the financial planning experience to
more clients, and do so efficiently, consistently and profitably,” Jennifer
Valdez, senior vice president and general manager, at SunGard’s wealth and
retirement administration business, said.

The firm said its WealthStation CompAct gives advisors of
varying levels of experience the ability to select from the following financial
planning concepts to produce a basic-level yet comprehensive plan: financial
statements, financial priorities, retirement planning, asset allocation, life
insurance, education funding, cash/debt management, and accumulation planning.