The brokerage and investment banking firm, Stifel, Nicolaus & Company, Incorporated, has decided to implement SunGard PlanningStation Web-based financial planning workstation. Through this deployment it hopes to assist its investment executives in interacting with and guiding clients on savings and investment matters.
SunGards experience in developing professional applications, and the integration offered through its financial planning tools, provides our representatives with a valuable and reliable resource, commented Scott B. McCuaig, president of Stifel Nicolaus. The ability to choose between comprehensive or individualized goal-based planning, while integrating and sharing data across the platform, is a tremendous asset for both our investment executives and our clients.
PlanningStations Electronic Questionnaire enables the continuous flow of data between the client, their investment executive at Stifel Nicolaus, and the Stifel Financial Planning Group said Blaine Maxfield, senior vice president at SunGard Online Investment Systems. It not only allows the investment executive to save time transmitting client data, but helps to ensure the timeliness and accuracy of that data.
2004-07-01
Notícias – Press-Releases