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Date Posted: 8/22/2007

Hilliard Lyons Expands Relationship with SunGard for Integrated Wealth Management Solutions

Hilliard Lyons Adds Retirement Income Simulation to Help Meet Boomer Needs
Salt Lake City, UT – Aug 20, 2007 – SunGard ( announced today that Louisville, Kentucky-based Hilliard Lyons (, part of The PNC Financial Services Group, Inc., has signed a multi-year contract renewal for SunGard’s WealthStation. WealthStation is a wealth management technology platform that combines front-to-back office capabilities including financial planning, asset allocation, portfolio construction, retirement income modeling into a single integrated, point-and-click advisor solution ( Hilliard Lyons also selected SunGard’s Retirement Income Simulation Expert (RISE), part of SunGard’s integrated wealth management platform, for streamlined asset distribution capabilities.

“SunGard is a pioneer in meeting customer needs as the industry evolves from a transaction-based brokerage model to an advisory or consulting-based business,” said John Deglow, senior vice president and director of wealth strategies at Hilliard Lyons. “SunGard’s wealth management solutions have helped Hilliard Lyons accelerate key initiatives with respect to financial planning and advisory services, by providing our financial consultants with tools to serve clients effectively and coordinate financial plans in an integrated manner. The system offers various levels of complexity to match the particular needs of each client and the skill level of the financial consultant, which has helped increase our financial planning activity.”

WealthStation users since 2004, Hilliard Lyons’ financial consultants cite the system’s flexibility, comprehensiveness, presentations and reporting as key advantages to acquiring, servicing, growing, and retaining business. Hilliard Lyons’ financial planning manager, Clark Stone, said, “SunGard WealthStation is highly flexible and serves my needs as an advisor by helping me to quickly generate basic level plans and calculations in order to support our financial consultants in the field. The system answers the questions I need answered, and produces presentation-quality reports that are easy for the advisor to present and for the client to understand.”

“WealthStation’s fast, presentation-quality reports helps us to give clients a positive impression of our capabilities and services,” said Rod Scott, senior vice president and financial consultant at Hilliard Lyons. “I spend a lot of time in the system’s portfolio review area to assess goals and objectives, and reinforce it as the client’s roadmap for reaching goals. I cannot imagine operating without the system.”

SunGard’s Retirement Income Simulation Expert (RISE), a retirement income simulation and planning module, helps wealth management service providers better respond to growing client demands for a more guaranteed retirement income distribution. RISE will help Hilliard Lyons’ financial consultants to simply and accurately assist clients in analyzing their retirement income by evaluating, comparing and illustrating income goal probabilities, the risk inherent in various planning scenarios, and the ways in which annuities affect the risk of those scenarios.

“As the retirement distribution issue for baby boomers emerges, we need to be able to analyze a client’s income distribution,” said Mr. Deglow. “The focus is beginning to shift from retirement accumulation to distribution, so as our financial consultants and clients ask for this capability, we are well prepared and ahead of the curve in providing them with the information they need.”

“We are pleased that Hilliard Lyons continues to benefit from its use of SunGard solutions for integrated wealth management and financial planning, and we look forward to helping the firm evolve its business and meet the changing needs of its clients through our expanded relationship,” said Blaine Maxfield, chief operating officer of SunGard’s Wealth Management business. “With the addition of RISE, financial consultants at Hilliard Lyons will have the tools to provide realistic planning at retirement, which is critical to helping clients reach a desired standard of living, achieve financial goals and avoid the anxiety of falling short on income.”

SunGard is a leading provider of wealth management solutions that help financial advisors, investment managers and compliance officers grow their businesses by meeting the needs of their mass affluent and high-net worth clients, expanding client relationships and gaining assets while fulfilling increasing regulatory demands. SunGard provides an integrated suite of services and best-of-breed point solutions for financial planning, asset allocation, portfolio management, unified managed account programs, trade execution, asset management, custody and trust accounting.

About Hilliard Lyons
Hilliard Lyons (, a member of the PNC Financial Services Group Inc. (NYSE:PNC), is a full-service brokerage and financial services provider. The firm supports its clients needs by offering a broad range of solutions up to and including comprehensive wealth management. Featured capabilities include investment management along with retirement, trust and estate planning services. Established in 1854, it also underwrites bonds for public improvement projects and operates more than 70 offices in the midwestern and southeastern regions of the United States.

About WealthStation
A workstation for financial advisors serving high-net worth individuals, WealthStation provides a single solution for viewing and managing investors’ diverse assets. Wealth management professionals use WealthStation to aggregate, allocate, optimize and monitor client portfolios. They rely on its collaboration, workflow and report generation tools to help them improve their client service and strengthen their client relationships.

About SunGard
With annual revenue exceeding $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

Trademark Information: SunGard, the SunGard logo and WealthStation 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.

Adriana Senior * Division VP, Media Relations * SunGard * Financial Systems* 560 Lexington Ave, 9th floor, New York, NY 10022 * Tel 718-578-1130 * Fax 212-223-0220 * *

CONFIDENTIALITY: This e-mail (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this e-mail in error, please notify the sender and delete this e-mail from your system.

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