Advisors can now have mobile access to their clients’ WealthStation financial planning reports, says SunGard, with the launch of its new WealthStation Mobile Report Access. The new app, which is also available on mobile tablets, facilitates increased collaboration and effectiveness of client meetings.
According to SunGard, the app helps support advisors’ financial planning and advice process outside of the office and gives advisors mobile access to their clients’ WealthStation financial planning reports wherever they are.
“SunGard is helping advisors provide a more dynamic client experience with mobile solutions that offer greater transparency and engagement,” said Jennifer Valdez in a statement. Valdez, senior vice president, product management and strategic design for SunGard’s wealth management business, added, “WealthStation Mobile Report Access provides advisors with tools to make the most of their client meetings and transform their client interactions, gain their confidence and establish a solid foundation to help client and revenue growth and retention.”