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Wealth Management

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

The financial industry is undergoing profound change in the way it must now serve investors. New regulations and investor demands for simplicity, transparency and personalized advice are dictating that any prepackaged investment services must now include 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.

Fiserv has earned its top market share after years of excellent service, quality products and satisfied clients—and a vision of the future born 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 institutional solutions are also available for certain back-office capabilities.

Benefits

Hosted

Benefits of our Unified Wealth 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

Institutional Management

Benefits of our Institutional Management solutions include:

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

For more information on 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.

What We Offer

  • 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.

  • Performance & Investor Reporting

    Performance & Investor Reporting solutions from Fiserv allow you to communicate clearly and effectively to your clients about their investments.

  • Portfolio Management & Trading

    Portfolio Management & Trading Solutions from Fiserv offer complete portfolio management capabilities that provide today’s investment managers with critical portfolio management, trading and administrative tools – all in an integrated environment.

  • Unified Wealth Platform

    Whether you are looking for robust trading, reporting, retirement income modeling or financial planning technology, Fiserv has you covered. Our Unified Wealth Platform supports all areas of the investment process so you can do it all.

  • Wealth Management Network

    Fiserv enables the Managed Accounts industry to connect to its vast array of data through the largest network of sponsor, manager and custodial connections.