Tag Archives: financial goals

SunGard’s WealthStation Integrates Financial Planning Content to Help Advisors Improve Sales and Client Relationships

Salt Lake City, UT (Vocus) October 20, 2008 SunGard has enhanced the financial planning content available in its WealthStation wealth management platform to help firms attract, service and grow client relationships. WealthStation has been integrated with Advisys’ Back Room Technician … Continue reading

Posted in Marketing Consultant | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

A New Wealth Management Book for Investors: The Wealth Solution

San Jose, CA (PRWEB) June 06, 2011 Loring Ward announced the publication of a new wealth management book for investors: “The Wealth Solution: Bringing Structure to Your Financial Life.” “The Wealth Solution” offers a compelling new way to think … Continue reading

Posted in Marketing Consultant | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment