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Technological Vision Background & Philosophy Our Team Client & Partners Press Room Contact Us SunGard Announces Joint Marketing of Rollover Services with WMSI Integrated Technology Expands Retirement Planning Tools and Services For Participants Jacksonville, FL (February 9, 2007) - SunGard (http://www.sungard.com) announced today a joint marketing agreement between its ProNvest and Signix business units with Wealth Management Systems Inc. (WMSI), a leading provider of technology-based rollover services. This alliance expands the professional advice and guidance services available to participants using the WMSI platform and will help ProNvest to streamline and expand its rollover processing by leveraging WMSI's technology. Both companies will cross-sell to the other's customer base. The new arrangement integrates SunGard's professional advice, rollover processing and digital signature solutions with WMSI's rollover technology, to achieve a functional participant advice and distribution platform. Highlights include paperless document processing, open-architecture investment advice, and connectivity from SunGard recordkeeping systems to IRA product providers in WMSI's Rollover Solutions Network. Jude Metcalfe, chief executive officer of WMSI, stated, "Our agreements with SunGard's ProNvest and Signix will help drive new capabilities to the retirement sector. We can now jointly provide automated and bundled wealth management and transition services to TPAs and their plan participants. This increases our capabilities for expanding the WMSI Rollover Solutions Network." "Plan participants on SunGard's recordkeeping systems can select professionally managed IRA services through a paperless rollover process using Signix," said Jay Jumper, president of SunGard's ProNvest and Signix business units. " In many cases, this is the same managed account services they were provided within their company retirement plan." These new rollover services can be provided either online or via a call center and will be offered to SunGard's ProNvest and WMSI customers. About Wealth Management Systems Inc. Additional information about WMSI is available at www.wealthmsi.com. Financial services are provided through WMSI Securities LLC, a wholly owned subsidiary of WMSI and member FINRA/SIPC. About ProNvest SunGard's ProNvest provides managed account services, education, investment allocation advice and IRA rollover assistance to 401(k) and 403(b) participants. With a comprehensive set of interactive educational tools, content and programs, ProNvest helps participants understand the basics of investing and managing their retirement savings. Visit SunGard ProNvest at www.pronvest.com. About Signix SunGard's Signix is patent pending digital signature technology that allows online and call center customers to be authenticated, and issued digital signing credentials. The solution's result is legally binding signatures that can be applied to documents using the browser from any PC or the telephone. Signix uses public key infrastructure (PKI) to help ensure cost-effective security that can be used for a wide range of applications. Visit SunGard Signix at www.signix.com. About SunGard With annual revenue of $4 billion, SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. SunGard serves more than 25,000 customers in more than 50 countries, including the world's 50 largest financial services companies. Visit SunGard at www.sungard.com. Trademark Information: SunGard, the SunGard logo, ProNvest and Signix are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. Back to Press Room Press Release Archives Looking for a press release? Please select from the archives below: Press Room 2006/2007 Press Room 2005 Press Room 2004 Press Room 2003

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