SunTrust Introduces Industry-Leading Financial Planning Tool

Press release from the issuing company

Thursday, February 20th, 2014

SunTrust Banks, Inc. 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," saidEdmond Walters, founder and CEO of eMoney Advisor. "Together, we enable customization of not only advice and recommendations, but the entire financial experience."