SunGard Integrates Albridge Data for Financial Advisors

SunGard and Albridge Solutions have completed the data integration between SunGard's financial modeling and planning solution and Albridge's consolidated client data. The integration provides customers, including insurance companies, with the ability to access Albridge's consolidated data through SunGard's PlanningStation solution. Users can benefit from automated access to customer account data, increased productivity, and consolidated views of customer assets.

"One of the biggest challenges in wealth management is having a complete view of the client's financial situation," says Blaine Maxfield, president of SunGard's wealth management solutions business. "SunGard's integration with Albridge helps users to leverage the data consolidation strengths of Albridge and use that information in a data collection process with SunGard's financial planning tools, which help advisors create an unlimited number of 'what if' planning scenarios and then update them instantly with account data from Albridge."

The Albridge integration with SunGard's PlanningStation, a stand-alone solution as well as a component of SunGard's WealthStation wealth management technology platform, is achieved via XML-based Web services and will be provided to users in a SaaS or ASP environment. Albridge also offers replicated data services to a number of users of SunGard's Protegent surveillance solution for suitability and pre- and post-trade compliance.