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.