For more than 30 years, Fiserv has served the technology needs of the wealth management industry, helping clients maximize efficiency and solve business challenges.

 

Our Solution

Fiserv offers integrated, front-to-back wealth management solutions to help your firm deliver on goals-based wealth management the promise of the unified managed household (UMH) – a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

Fiserv technology is transforming the way financial advice can be delivered. Stand-alone institutional asset management solutions are also available for certain back-office capabilities.

 

Benefits

Hosted

Benefits of our Wealth Management solutions include:

  • Financial Advice Management
  • Portfolio Management & Trading
  • Portfolio Accounting
  • Performance and Portfolio Reporting
  • Billing Services
  • Model Management

Institutional Management

Benefits of our Institutional Asset Management solutions include:

  • Post-trade processing
  • High-volume performance calculation and analytics
  • Fee billing

Terms and Conditions

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Resources

Resource

Freshbusinessthinking.com: Digital Transformation Introduces Wealth Management to a New Generation

The role of technology in wealth management, including robo-advice solution, is not simply to automate, but to complement and facilitate digital transformation.

Learn more

Resource

Fiserv and the Department of Labor (DOL) Fiduciary Rule Fact Sheet

The Department of Labor (DOL) Fiduciary standard is intended to eliminate any potential conflict of interest between financial professionals and investors saving for retirement.

Download the fact sheet

Have a question for us?

For more information on Wealth Management Solutions and other Fiserv solutions, call us at 800-872-7882 or contact us.

Contact Us