SunGard has released new capabilities for PlanningStation, a financial modeling and planning solution for financial advisers. The new features include enhanced scenario planning, expanded estate preservation alternatives, a new forms repository, support for the Roth 401(k), and a new module for unifying asset allocation with product analysis.
Scenario planning has been expanded to permit accessibility from any location within PlanningStation. This helps advisers create multiple client scenarios and profiles for further analysis and comparison on hypothetical financial plans.
New estate preservation alternatives are available, providing advisers with capabilities to model transfers of existing life insurance policies to irrevocable life insurance trusts.
Continue Reading for Free
Register and gain access to:
- Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
- Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
