SunTrust SummitView(SM) Integrates Two Financial Planning Powerhouses Into One Real-Time Planning Tool
ATLANTA, Feb. 18, 2014 /PRNewswire/ — SunTrust Banks, Inc. (NYSE: STI) is introducing SunTrust SummitViewSM, an industry-leading financial planning tool combining the advice-driven, goals-based platform of MoneyGuidePro with the innovative, technology-driven client capabilities of eMoney. This customizable online program allows clients to integrate financial information in one place with the ability to test scenarios that can impact their financial plans. With instant access to market data refreshed daily, clients and their advisors can use the tool to evaluate certain implications of market fluctuations, spending decisions and life events against their financial goals.
“It is human nature to be hesitant when making financial decisions based on the unknown,” said Brad Dinsmore, SunTrust corporate executive vice president of Consumer Banking and Private Wealth Management. “SunTrust SummitView helps consumers visualize how their decisions may impact their overall financial portfolio before actually committing to that decision. This allows for more confidence, and when consumers have confidence in their financial decisions, they tend to feel more empowered and financially secure.”
SunTrust SummitView gives consumers a broader, realistic view of their financial picture and shows where they stand today in relation to their financial well-being goals. Other distinctive features include a secure online vault where important documents such as wills, trusts and insurance policies can be stored, as well as a Confidence Zone meter showing whether the recommended strategy may meet individual financial goals.
“We are excited to work with a firm that shares our passion for helping investors attain their financial goals,” said Bob Curtis, president and CEO of MoneyGuidePro. “By combining our capabilities with eMoney Advisor, SunTrust can help every client make financial decisions geared toward creating a more secure and enjoyable financial future.”
“No two advisors are alike, nor are their clients. Each have very different needs and have come to expect a personalized experience. We joined forces with MoneyGuidePro to create a comprehensive financial planning platform that meets the unique needs of SunTrust Advisors and their clients,” said Edmond Walters, founder and CEO of eMoney Advisor. “Together, we enable customization of not only advice and recommendations, but the entire financial experience.”
SunTrust SummitView is available to consumers with $250,000 or more in investable assets working with SunTrust advisors.
About SunTrust Banks, Inc.
SunTrust Banks, Inc., headquartered in Atlanta, is one of the nation’s largest banking organizations, serving a broad range of consumer, commercial, corporate and institutional clients. As of December 31, 2013, SunTrust had total assets of $175.3 billion and total deposits of $129.8 billion. Through its flagship subsidiary, SunTrust Bank, the Company operates an extensive branch and ATM network throughout the high-growth Southeast and Mid-Atlantic States and a full array of technology-based, 24-hour delivery channels. The Company also serves clients in selected markets nationally. Its primary businesses include deposit, credit, trust and investment services. Through its various subsidiaries, the Company provides mortgage banking, asset management, securities brokerage, and capital market services. SunTrust’s Internet address is suntrust.com. SunTrust SummitView is a service mark of SunTrust Banks, Inc.
MoneyGuidePro, the flagship product of PIEtech, Inc., is a web-based financial planning software program that helps advisors create, implement and maintain investment strategies that will best meet the lifetime financial goals of their clients. MoneyGuidePro provides retirement and college planning, asset allocation, insurance needs analysis and estate planning. For more information, visit www.moneyguidepro.com.
About eMoney Advisor, LLC.
eMoney Advisor, LLC (“eMoney”), based in Conshohocken, Pennsylvania, is a wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future. For more information, visit www.emoneyadvisor.com.
SunTrust Bank, its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction. SunTrust Private Wealth Management is a marketing name used by SunTrust Banks, Inc. and the following affiliates: Banking and trust products and services, including investment advisory products and services, are provided by SunTrust Bank. Securities, insurance (including annuities) and other investments products and services are offered by SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, member FINRA, SIPC and a licensed insurance agency. Investment and Insurance Products: Are not FDIC or any other Government agency Insured, Are not Bank Guaranteed, May lose value
SOURCE SunTrust Banks, Inc.