I am currently using Money Guide Pro, is there anything better for a similar price?
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
Why are you biased? Do you use this? What version
I work for SunGard
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.
SunGard can pull data from several sources:1. Albridge2. Our insitutional customers back-ends (data warehouses)3. Uploaded from advisor spreadsheets
what is the cost?
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.
By clicking below, I acknowledge and agree to Penton's Terms of Service
and to Penton's use of my contact information to communicate with me about Penton's or its third-party
partners' products, services, events and research opportunities. Penton's use of the information I
Sponsored Introduction Continue on to (or wait seconds) ×