WealthStation CompAct

SunGard’s CompAct solution is a comprehensive financial planning tool that allows financial professionals to produce holistic financial plans quickly and interactively. It illustrates selected financial planning topics using charts and summary tables, helping to simplify complex information and make it more meaningful to the client. By providing advisors with the most common financial planning concepts in a simple, easy to use solution, CompAct helps extend the financial planning experience to more clients efficiently, consistently and profitability.

CompAct allows advisors to select from up to eight different financial planning concepts:

  • Accumulation planning
  • Asset allocation
  • Cash/debt management
  • Education funding
  • Financial priorities
  • Financial statements
  • Life insurance
  • Retirement planning

Features
  • Helps advisors determine a client’s individualized personal withdrawal rate during retirement
  • Provides an easy way to prioritize goals and focus the client’s resources on the most important topics first, while achieving balance between goals with competing priorities 
  • Produces a client-centered, focused analysis that includes graphical illustrations that are easy to understand and can be provided to the client in a report
  • Automatically feeds data back into SunGard’s WealthStation Financial Planning solution, creating efficiencies if a more in-depth plan is required
Benefits
  • Helps advisors produce holistic financial plans quickly and interactively
  • Helps improve advisor adoption by providing easy access to the most common financial planning concepts
  • Helps increase advisor efficiency with smart tools, including defaults, solvers and what-ifs
  • Helps simplify complex information and make it more meaningful to the client
  • Helps the client prioritize and understand how to achieve key goals

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