WealthServ or Sungard

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Aug 4, 2009 2:35 pm

Does anyone have any experience with Wealthserv(is it similar to Albridge?) or Sungard planning station(full version)?

Aug 16, 2009 12:56 pm

Wealthserv is a dealer back-office system and requires a whole dealership to be on this platform. It is a complete solution for a dealer and reps although planning tools are just to be released.

Aug 16, 2009 3:22 pm

I am currently talking with a b/d that is implementing this system.. Wondering how good the functionality of it is.. I have albridge and it is terrible.

Aug 17, 2009 3:33 pm
chief123:

Does anyone have any experience with Wealthserv(is it similar to Albridge?) or Sungard planning station(full version)?

 
I used Sungard Planning Station for a short time.  It was pretty robust and had any financial module you needed including property and casualty insurance recommendations (if you wanted to do that).  The end report was pretty comprehensive. 
Aug 22, 2009 3:57 pm
tqspygame:

I am currently talking with a b/d that is implementing this system.. Wondering how good the functionality of it is.. I have albridge and it is terrible.



What are the issues with Albridge that you do not like?

Sep 2, 2009 5:40 pm

I can tell you what I've heard ... that it doesn't clean data quite as well as you might like - there are unexplained errors you'll need to cover with your client. And that it doesn't necessarily always play nice with other software.

 
Don't know from first hand though.
Sep 2, 2009 10:32 pm

Sungard is what Jones, US Bank, and thrivent all use

Sep 3, 2009 12:07 am

IMHO, Sungard works well if your client's net worth is less than $4M. However, once you get into serious tax and estate planning issues, there are better options out there.  Best!

Nov 5, 2009 6:06 pm
wsrep:

Wealthserv is a dealer back-office system and requires a whole dealership to be on this platform. It is a complete solution for a dealer and reps although planning tools are just to be released.

 
Any experience with it?
Oct 22, 2010 4:37 pm

my org uses jaccomo which is comparable to wealthserv (we used to use ws but recently did a trade in deal to get onto jaccomo with no risk).  We like jaccomo now for 2 reasons.  it plugs into all our feeds from Pershing, DTCC, NFS and others so we get a total view of the client record..very cool.  second reason we like this solution better is it\ is natively web based so all advisors can work remotely in a secure and efficient way.    small but up and coming company...some good references we talked to when deciding. hope that helps.