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Press Release

SunGard Launches MyWealthSeries Software-as-a-Service to Help Advisors Offer Online Client Tools and Strengthen Service

Salt Lake City, UT – January 20, 2010 – SunGard has launched MyWealthSeries, a set of online financial planning tools for advisors to offer their clients and prospects from their own Web sites. MyWealthSeries provides advisors with a cost-effective vehicle for offering online tools that help investors become more informed and engaged in the management of their wealth. Leveraging financial planning concepts and calculators from SunGard’s WealthStation wealth management platform, MyWealthSeries is delivered as a Software-as-a-Service* (SaaS) via SunGard’s Infinity storefront. Investors are more sophisticated than in years past, are comfortable with technology and are demanding better insight and transparency into the investment process. At the same time, independent advisory practices are experiencing an increased demand for their services as investors seek more guidance and steeper service levels from their advisors. SunGard’s MyWealthSeries helps investors run quick assessments of how they are positioned against their financial goals—including retirement, education, asset allocation and survivorship—without having to leave the firm’s Web site. In addition, MyWealthSeries offers advisors with limited resources the ability to adopt these online tools quickly and cost-effectively in a SaaS, pay-as-you-go environment, without requiring the use of SunGard’s WealthStation platform or other advisor system. Blaine Maxfield, chief operating officer of SunGard’s wealth management business, said, “Service is a key differentiator for advisors, and by placing technology at the center of the investor experience, advisors stand to regain investor trust and ultimately grow their businesses. SunGard’s MyWealthSeries tools give investors the ability to actively participate in the financial planning process and collaborate with their advisors.” MyWealthSeries helps firms provide investors with calculation tools based on four main financial planning concepts: education; retirement; survivorship; and asset allocation. Education projects future higher education funding needs based on current resources and calculates savings needed to fund the goal. Retirement projects retirement funding needs based on current resources, including Social Security, and calculates monthly savings needed to fully fund the retirement goal. Survivorship projects available income and determines if survivors are likely to experience a financial shortfall, and Asset Allocation calculates recommended asset allocation by analyzing current risk tolerance. While these calculation tools leverage capabilities of SunGard’s WealthStation platform, an implementation of WealthStation or other advisor application is not required for customers to utilize MyWealthSeries. MyWealthSeries’ interactive user interface employs easy-to-use input fields, slider bars to adjust assumptions, and dynamically generated charts to illustrate important results. After entering their information in one of the available planning tools, clients can test, review and learn more about how their financial information and assumptions impacts funding their goals, using “what if” scenarios. Using a simple design that complements an advisor’s Web site, MyWealthSeries pages can be opened in a secondary window or framed within the advisor’s own Web site to carry through the firm's branding. SunGard is a leading provider of wealth management solutions that help banks, trust companies, brokerage firms, insurance firms, benefit administrators and independent advisors acquire, service and grow their client relationships. * SunGard Financial Systems is pursuing a visionary initiative to transform some of the key functionality of its core systems into components to form a new software development and on-demand delivery environment called Infinity. Infinity helps financial institutions to develop and deploy custom applications, integrating SunGard components with their own proprietary or third party components. Infinity uses SunGard's Common Services Architecture (CSA), a service-oriented architecture (SOA) development framework, offering business process management (BPM) and a virtualized, software-as-a-service (SaaS) infrastructure. About SunGard SunGard is one of the world’s leading software and IT services companies. SunGard serves more than 25,000 customers in more than 70 countries. SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue exceeding $5 billion, SunGard is ranked 435 on the Fortune 500 and is the largest privately held business software and services company on the Forbes list of private businesses. Based on information compiled by Datamonitor, SunGard is the third largest provider of business applications software after Oracle and SAP. Continuity, Insurance & Risk has recognized SunGard as service provider of the year an unprecedented six times. For more information, please visit SunGard at www.sungard.com. January 2009 Technology Vendors Financial Database Tracker http://www.datamonitor.com Trademark Information: SunGard the SunGard logo and WealthStation are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.