Financial Advice Management
Financial Advice Management from Fiserv offers powerful financial planning tools designed for use by financial advisors working directly with clients in real-world, detailed planning scenarios.
The need for financial planning and advice has never been greater. As investors take more focused interest and accountability over their financial health, advisors must employ a more comprehensive approach to help clients attain a variety of financial and lifestyle goals such s retirement, college or a vacation home. The dreams have not changed, just the investment plans designed to achieve them.
The call to address complex compliance requirements, coupled with a desire to incorporate customized advice models have led many financial institutions to build their own monolithic planning systems to suit their specific needs, but often at a very high cost.
At Fiserv, we are acutely aware of the growing demand for investment professionals to deliver expert advice to their front-line clients. Investors struggling to regain confidence now expect better insight into their entire household financial picture, with frequent plan refreshing and greater transparency in reporting. Advisors have challenges of their own. As they wrestle to rebuild their business and increase their client base, they must learn efficient ways to customize plans for more investors. They also need tools to better collaborate with both colleagues and customers.
Our Financial Advice Management solutions were created to help you with this new advice model.
A best-in-class technology suite of products, Financial Advice Management solutions from Fiserv are designed to support and collaborate with both colleagues and customers by offering:
- Financial relationship management
- Portfolio construction and asset allocation
- Proposal generation
- Financial and estate planning
- Retirement income product sales
- Investor needs analysis
Among many other benefits, with Financial Advice Management you gain:
- Best-in-class technology coupled with ease of use: Our Financial Advice Management solutions were designed by financial planners for financial planners, developed specifically to improve workflow efficiency, increase productivity and enhance client relationships.
- Convenience and flexibility: Our web-based modular design with role-based entitlements allows us to design custom configurations to support any advisor preference.
- Enhanced customer service: Financial Advice Management can serve independent advisors or be integrated with large enterprise applications and infrastructure. Data can be shared across teams, or restricted to roles-based entitlement. With online access to financial plans, advisors can collaborate with clients for superior customer service and with other advisors to facilitate cross-selling.
- Total solution set of tools: Financial Advice Management may be purchased as stand-alone tools or can be integrated into our middle- and back-office technologies, offering your firm end-to-end planning, execution and reporting solutions.
What We Offer
AdvisorVision provides powerful, comprehensive financial planning tools for enterprise financial institutions and independent advisors. The technology allows investment professionals to deliver higher quality financial advice and create customized financial plans for the various financial and lifestyle goals of each customer.
AllData Advisor® from Fiserv automates the creation of a consolidated view of client assets and liabilities. The resulting financial insights can lead to stronger relationships and increased assets under management.
Most investors’ financial lives are complex and spread across multiple financial institutions. AllData® Investor from Fiserv is an account aggregation portal for self-directed investors that meets the needs of financial services companies and their investment clients.
Investor Needs Analysis
Investor Needs Analysis from Fiserv is a robust, self-directed financial planning tool. Designed to be run from your financial institution’s website, Investor Needs Analysis enables your end-user customers to create customized financial and retirement plans.
Proposal Generation Manager
Proposal Generation Manager from Fiserv is an end-to-end investment planning and proposal tool that generates deep and powerful Morningstar® analytics into rich, graphical proposals and actionable advice.
Retirement Illustrator from Fiserv provides a clear view of a client’s financial standing – today and throughout retirement – by forecasting and analyzing their full financial picture, including assets, income, expenses, liabilities and insurance.