Junxure Desktop

            SunGard WealthStation Financial Planning

            Access the SunGard WealthStation Financial Planning integration by opening a Record and clicking on the Financial Planning > Interfaces tab. Access to this integration can be restricted in System Setup > Setup User Rights > Integrations.

            Click on the SunGard button and enter user credentials in the pop-up box provided. Click OK.

            A window appears while submitting the XML to Sungard WealthStation.

            A browser window appears with the selected Record exported into SunGard WealthStation.

            Updated: 11 Sep 2018 11:49 PM
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