Wealth Management

Serving the technology needs of the financial service industry for more than 25 years, Fiserv helps its clients maximize efficiency and solve business challenges in all areas of wealth management.

The financial industry is in the midst of profound change regarding the way it must now serve investors. Forcing the change are new regulations and investor demands for simplicity, transparency and personalized advice. It is no longer enough to offer prepackaged investment services without also offering a comprehensive plan. Investors want solutions that are holistic in approach, including tailored advice and aggressive risk management that offers peace of mind. They want choice and convenience without sacrificing results and they want to protect every family member with one complete and easily managed financial plan.

Industry leaders are not born over night; they are proven and made. Fiserv has earned its top market share after years of excellent service, quality products and satisfied clients, along with a vision of the future provided only from a true understanding of industry issues and individual client needs. We can help you succeed in this challenging new world of personalized advice with technology that provides end-to-end solutions for all front-, middle- and back-office functions.

Our Solution

Fiserv is the only technology provider to offer integrated, front-to-back solutions and deliver on the unified managed household (UMH) — a single view of total assets, liabilities and investment data for each customer household.

Fiserv technology is transforming the way financial advice can be delivered. We offer hosted technology separately or as a unified wealth management solution. Stand-alone software is also available for certain back-office capabilities.

Benefits

Benefits of our Unified Wealth Management Platform include:

• Financial advice, planning and income product sales
• Portfolio management, trading and accounting
• Performance calculation and analytics
• Client statement reporting
• Network interfaces and communications

Benefits of our Institutional Solutions include:

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