Model Management Solution
Model Management SolutionSM from Fiserv is a comprehensive, Web-based application that allows asset managers and overlay managers to create, maintain and manage an unlimited number of model portfolios.
Overview
Today’s asset and overlay managers need a comprehensive, Web-based application that allows them to create, maintain and manage an unlimited number of model portfolios. Our Model Management Solution is easy to use, highly scalable and offers unparalleled features.
By utilizing a model portal, managers can create custom model portfolios using a highly intuitive user interface or automatically upload benchmark data or model portfolios from diverse sources.
Model Management Solution supports an asset allocation process where portfolios can be affiliated with an investment strategy and rebalanced automatically to comply with that strategy or a benchmark. The solution offers a powerful Web service-based API to support automation requirements and real-time model exports to other systems.
Features
Manage Allocations for Overlay Management
- Model Management Solution is an ideal tool for overlay managers, as it can reflect multi-style and multi-manager accounts. Investment style strategies can be created in-house or outsourced to third parties, allowing overlay managers to create composite models. Model Management Solution is highly flexible and can support a variety of weight-based model types including share-based, market-based and equal-weighted methodologies
Model Maintenance Solutions for Asset Managers
- Model Management Solution also has the ability to create weight-based models, including equal-weighted, market-weighted, share-based and composite models. Depending on investment guidelines, investment management practices or user preference, constituent weighting options can be automated or adjusted manually
Version Control and Model History
- Model Management Solution provides powerful administrative and version control tools, allowing users to track changes and maintain model history. Model locking features are provided to ensure quality and limit editing to one user at a time. Users are assigned different permission levels to view, change or update models, which provide additional levels of security and quality control. Auditing and tracking are also available throughout Model Management Solution
- Model Management Solution uses an open architecture for easy integration with existing legacy systems and connectivity to an unlimited number of platforms
For more information on Model Management Solution and other Wealth Management Solutions from Fiserv, call us at 800-437-2997 in North America, +44 (0) 845.013.1200 in Europe, and +65 6533.9288 in Asia and Australasia or Contact Us.
