SunGard has released new capabilities for PlanningStation, a financial modeling and planning solution for financial advisers. The new features include enhanced scenario planning, expanded estate preservation alternatives, a new forms repository, support for the Roth 401(k), and a new module for unifying asset allocation with product analysis.
Scenario planning has been expanded to permit accessibility from any location within PlanningStation. This helps advisers create multiple client scenarios and profiles for further analysis and comparison on hypothetical financial plans.
New estate preservation alternatives are available, providing advisers with capabilities to model transfers of existing life insurance policies to irrevocable life insurance trusts.
The forms repository helps advisers to access and print important firm-specific forms uploaded into PlanningStation. This assists firms with their compliance process by providing advisers with a single place to review and print necessary documents.
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