SunTrust SummitView(SM) Integrates Two Financial Planning Powerhouses Into One Real-Time Planning Tool
| PR Newswire Association LLC |
"It is human nature to be hesitant when making financial decisions based on the unknown," said
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
"We are excited to work with a firm that shares our passion for helping investors attain their financial goals," said
"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 SummitView is available to consumers with
About
About MoneyGuidePro
MoneyGuidePro, the flagship product of
About eMoney
eMoney
SOURCE
| Wordcount: | 755 |



Advisor News
- Addressing the ‘menopause tax:’ A guide for advisors with female clients
- Alternative investments in 401(k)s: What advisors must know
- The modern advisor: Merging income, insurance, and investments
- Financial shocks, caregiving gaps and inflation pressures persist
- Americans unprepared for increased longevity
More Advisor NewsAnnuity News
- Globe Life Inc. (NYSE: GL) Making Surprising Moves in Monday Session
- Aspida Life and WealthVest Offer a Powerful New Guaranteed Income Product with the WealthLock® Income Builder
- Lack of digital tools drives wedge between insurers, advisors
- LIMRA: Annuity sales notch 10th consecutive $100B+ quarter
- AIG to sell remaining shares in Corebridge Financial
More Annuity NewsHealth/Employee Benefits News
- Baystate, Mercy advocate takeover as public worries about ER waits, delivery rooms, Medicare
- Kansas state employees retain choice of Blue Cross, Aetna for health insurance
- Rob Sand unveils water quality, public health plan
- Mark Farrah Associates Assessed Year-End Health Insurance Segment Membership Trends
- Symetra Names Jeff Sealey Vice President, Stop Loss Captives
More Health/Employee Benefits NewsLife Insurance News
- Symetra Names Jeff Sealey Vice President, Stop Loss Captives
- 3 ways AI can help close the gap for women’s insurance coverage
- Best’s Market Segment Report: AM Best Revises Outlook on Italy’s Life Insurance Segment to Stable From Negative
- Globe Life Inc. (NYSE: GL) Making Surprising Moves in Monday Session
- Dan Scholz to receive NAIFA’s Terry Headley Lifetime Defender Award
More Life Insurance News