Planning/Monte Carlo

7 replies [Last post]
chief123's picture
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Joined: 2008-10-28

I am currently using Money Guide Pro, is there anything better for a similar price?

NRM's picture
NRM
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Joined: 2009-04-27

I'm a little biased, but have you looked into SunGard's WealthStation for individual users and enterprises?  It offers financial planning and asset allocation capabilities. This press release just came out today: http://www.prweb.com/releases/2009/04/prweb2362314.htmYou can also check out www.sungard.com/wealthstationondemand  

chief123's picture
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Joined: 2008-10-28

Why are you biased? Do you use this? What version

NRM's picture
NRM
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Joined: 2009-04-27

I work for SunGard

LockEDJ's picture
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Joined: 2009-07-06

I've looked at eMoney360; it appears to do much the same, but for more money. Also, much improved marketing tools for your use with KRC.
 
My question on Sunguard is the capacity to aggregate data. Can I simply use a third party tool (cash edge?) to integrate multiple sources? Where is the data feed? At Jones, we don't have that worry.
 
 

NRM's picture
NRM
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Joined: 2009-04-27

SunGard can pull data from several sources:1. Albridge2. Our insitutional customers back-ends (data warehouses)3. Uploaded from advisor spreadsheets

chief123's picture
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Joined: 2008-10-28

what is the cost?

LockEDJ's picture
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Joined: 2009-07-06

NRM wrote:SunGard can pull data from several sources:1. Albridge2. Our insitutional customers back-ends (data warehouses)3. Uploaded from advisor spreadsheets
 
One of the things about eMoneyAdvisor is that it doesn't "play well" with others. However, it does export to an Excel spreadsheet.
 
If it does that, then it can be uploaded into Sungard. I say this because I'm very familiar with S/G.

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