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Unprecedented developments in the financial services industry have made the task of managing portfolios and trades ever more complicated.
Investment Services from Fiserv will help you navigate highly complex operational challenges and improve your performance and profitability. Lower your risk, increase your revenue and lower your costs, with a greater potential for growth.
Our solutions support the following business areas with unparalleled connectivity, scalability and back-office support:
- Portfolio Management: Comprehensive tax-lot accounting solutions that support the needs of the Institutional and Managed Accounts industry
- Trading & Trade Order Management: Solutions for active portfolio management, decision support and trading across multiple programs; includes UMA, MFA, Rep as Manager/Advisor
- Trade Processing: Manages the entire trade process from trade capture to settlement confirmation
- Financial Messaging: Solves the complex integration, communication and protocol challenges by providing high levels of visibility and control
- Corporate Actions Processing: A modular, workflow-driven solution that minimizes corporate actions processing risk
- Client Billing & Revenue Management: Software that supports flexible, highly complex and fast-changing fee structures
- Performance Measurement: A platform supporting high volume performance calculations for all account types and investment vehicles
- Portfolio Accounting: A platform of scalable solutions accommodating GIPS® compliance, tax-aware investing, complex instrument treatment and retirement investing
- Output Processing: An investment services communication tool for client statement reporting
- Network Solutions: Provides connectivity to managers and sponsors with over 2,500 interfaces including new account, trading, and reconciliation
Mastering the investment management process
We'll help you optimize your investment management process and better manage your portfolio and trade management, processing and performance management objectives.
Backed by 25 years of experience in this industry, our extensive suite of Investment Solutions delivers compelling value and drives unrivaled results.
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