SunGard said today it has launched MyWealthSeries, a set of online financial planning tools for advisers to offer their clients and prospects from their own Web sites.
Leveraging financial planning concepts and calculators from SunGard’s WealthStation wealth management platform, MyWealthSeries is delivered as a Software-as-a-Service (SaaS) via SunGard’s Infinity storefront. “MyWealthSeries provides advisers with a cost-effective vehicle for offering online tools that help investors become more informed and engaged in the management of their wealth,” SunGard said in a release.
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