Wealth Management Resources

• News Brief: SunGard Enhances Relius Retirement Plan Administration Solution to Help Providers Strengthen Client Service and Efficiency
  • March 26, 2013
• News Brief: SunGard’s MyRetirement Helps Advisors Find Their Clients’ Sustainable Withdrawal Rate
  • February 11, 2013
  • SunGard
• News Brief: SunGard Launches Mobile Meeting for Financial Planning
  • February 11, 2013
  • SunGard
• Six Steps to Building Successful Mobile Financial Services Applications
  • January 16, 2013
  • SunGard
• What Wealthy Women Ultimately Want and Need from Their Financial Advisors
  • October 19, 2012
  • SunGard
• The Operational Assessment: How to Perpetuate a Continuous Mindset for Improvement across Your Organization
  • August 30, 2012
  • SunGard
• Leveraging mobile agents for flexible trade execution
  • April 27, 2012
  • John Bluth & Mike Vogel
• Is there an advisor in the house?
  • April 25, 2012
  • Tim Scott
• Seven best practices for designing mobile solutions
  • March 26, 2012
  • Jennifer Valdez
• Retirement income solutions
  • March 06, 2012
  • Mike Vogel
• Enhancing risk measurement in a volatile market: Is a meltdown in your future? - How to effectively assess the portfolio risk control process
  • February 22, 2012
• Justifying the cost of a complete management performance system
  • February 22, 2012
• Social media and its integration into business - Part 2
  • October 31, 2011
  • Alois Pirker
• Social media and its integration into business - Part 1
  • October 31, 2011
  • Alois Pirker
• Money fund intelligence — SunGard revamps portal: Q&A w/Tolve & Ward
  • October 19, 2011
  • SunGard
• Waiting for the prototype
  • October 17, 2011
  • Robert Richter
• Considerations for your mobile strategy
  • October 14, 2011
  • Jon Bluth
• Which road to financial planning software salvation?
  • October 06, 2011
  • Andrew Tsanadis
• Reputation management
  • September 22, 2011
  • Eileen VanScoy
• Identity theft risks in the financial services industry
  • September 21, 2011
  • Eileen VanScoy