Corporate News

Announcements

Forefield, SunGard Enter Agreement to Offer Complete Financial Planning Solutions to SunGard Clients

Press Release, February 28, 2002

MARLBORO, Mass., February 28, 2002 - Forefield Inc. of Marlboro, Mass., and SunGard Wealth Management Services, of Wichita, Kansas, announced today that they have entered into an agreement whereby SunGard will license Forefield's FMA Advisor™, the leading content solution for financial advisors, as part of their newly released wealth management service suite offered to banks, registered investment advisors and other financial services organizations.

In August, 2001 SunGard launched the Wealth Management Services Organization to meet the market need for integration of disparate applications into a single cohesive solution. SunGard offers customers a single, integrated solution for outsourcing financial planning, marketing, training, and risk management programs for wealth management businesses, as well as securities operations, investment accounting, trust operations, employee benefit record-keeping, and investment programs.

The selection of Forefield's FMA Advisor™ as part of the Wealth Management Services Solution enhances SunGard's offering by allowing financial advisors to select among hundreds of potential goals and identify all available solutions for attaining that goal. Advisors can then explore in more detail the requirements needed to address their clients' goals. Sales illustrations and decision tools are available to assist advisors in developing client presentations. Allowing advisors to instantly arrange screens using a quick-tagging feature facilitates presentation preparation.

"Forefield's FMA Advisor is a perfect match for the quality outsourcing services SunGard offers to it's clients," said Forefield President and CEO Sheldon L. Dinkes. "Financial advisors will have instant access to information on more than 1,700 financial planning topics from ForeMost Advice™ and will have the ability to use that information to formulate comprehensive financial plans."

Phil Owings, President of the recently-formed SunGard Wealth Management Services, explained, "Forefield is the leader in their marketplace. I consider the integration of FMA Advisor to be a top quality enhancement to the services provided by SunGard Wealth Management Services. Financial service organizations have recognized the importance of offering an integrated, high-quality package of wealth management services. SunGard, together with Forefield, is the answer to this industry challenge."

About Forefield

Forefield provides premier financial planning knowledge and client interaction solutions that bring clarity and confidence to financial decisions. The company's products facilitate the communication of client-centric financial guidance that is current, consistent and compliant. Forefield enables financial institutions and advisors to build and enhance trusted relationships, increase revenues and improve operational efficiency.

Established in 1997, Forefield's clients include some of the most prestigious companies in the financial services industry, including Deloitte & Touche, Fidelity Investments, FleetBoston Financial, Goldman Sachs, Insurance.com, MetLife, and Waddell & Reed.

About SunGard Asset Management Systems

SunGard Asset Management Systems provides a comprehensive range of asset management solutions to global financial institutions, including rapidly growing regional asset management institutions, small to mid-sized asset managers, foundations, and fiduciaries. SunGard delivers integrated solutions for investment management, personal trust, institutional trust, employee benefits, private banking, custody operations, and securities lending that enable institutions to profitably serve their high net worth clients. SunGard consulting services help to improve operational performance and productivity.

About SunGard

SunGard (NYSE: SDS) is a global leader in integrated IT solutions and eProcessing for financial services. SunGard is also the pioneer and a leading provider of high-availability infrastructure for business continuity. With annual revenues in excess of $1 billion, SunGard serves more than 20,000 clients in over 50 countries, including 47 of the world's 50 largest financial services institutions. Over 2 million transactions are processed daily and $7 trillion in assets are managed in SunGard systems.

To learn more about Forefield Inc. and SunGard, visit their websites at www.forefield.com and www.sungard.com.