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.