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
- The $25T market opportunity in mid-market and mass-affluent households
- Advisors must lead the policy risk conversation
- Gen X more anxious than baby boomers about retirement
- Taxing trend: How the OBBBA is breaking the standard deduction reliance
- Why advisors can’t afford to delay succession planning
More Advisor NewsAnnuity News
- CT commissioner: 70% of policyholders covered in PHL liquidation plan
- ‘I get confused:’ Regulators ponder increasing illustration complexities
- Three ways the Corebridge/Equitable merger could shake up the annuity market
- Corebridge, Equitable merge to create potential new annuity sales king
- LIMRA: Final retail annuity sales total $464.1 billion in 2025
More Annuity NewsHealth/Employee Benefits News
- More than 500 apartments coming to former Centene campus in University City
- Many Virginians drop ACA coverage and more likely will, SCC hears
- Tens of thousands of Virginians dropping Obamacare coverage
- Select Board starts process to shift to new health insurance provider
- Advocates call for hearing about Geisinger-Risant insurance condition change request
More Health/Employee Benefits NewsLife Insurance News
- WHAT THEY ARE SAYING: KATHLEEN COULOMBE JOINS ACU AS CHIEF ADVOCACY OFFICER
- A-CAP Appoints Kirk Cullimore as President of Sentinel Security Life
- Nationwide enters centennial year stronger than ever
- AM Best Affirms Credit Ratings of Mutual of Omaha Insurance Company and Its Subsidiaries
- AM Best Affirms Credit Ratings of CMB Wing Lung Insurance Company Limited
More Life Insurance News