Financial Planning Programs

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Jan 9, 2010 12:03 pm


Has anyone used SunGard's Planning Station?  Have worked with Money Guide Pro in the past and was wondering about the differences.    Thanks.
Jan 9, 2010 1:35 pm

We use SunGard at Jones. I think it’s pretty good, and we don’t even have all the modules. It integrates with our internal portfolio system to include all assets and personal information entered into our system.

Jan 9, 2010 3:55 pm

I’ve used Sungard in depth and I think it produces a good output.  It’s user friendly and can get pretty comprehensive.  

Jan 9, 2010 5:17 pm

I miss Money Guide Pro …much better than Envision.