Planning/Monte Carlo

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Apr 25, 2009 11:22 am

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

Apr 27, 2009 3:12 pm

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.htm

You can also check out www.sungard.com/wealthstationondemand


  

Apr 27, 2009 3:39 pm

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

Apr 27, 2009 3:44 pm

I work for SunGard

Jul 16, 2009 4:16 pm

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.
 
 
Jul 16, 2009 4:57 pm

SunGard can pull data from several sources:

1. Albridge
2. Our insitutional customers back-ends (data warehouses)
3. Uploaded from advisor spreadsheets

Jul 16, 2009 5:04 pm

what is the cost?

Jul 17, 2009 9:29 am
NRM:

SunGard can pull data from several sources:

1. Albridge
2. 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.