Unified Wealth Platform from Fiserv provides advanced technology that automates and supports investment model management in three key areas:
- Model Management: A single, secure and scalable repository for all models. Asset and overlay managers review and edit models prior to publishing to the trading system with this workflow-based technology
- Model Information ExchangeSM: A communication network which provides managers with the ability to communicate model updates to multiple sponsors
- Model Reporting: Provides detailed data to investment managers regarding the use and adoption of their model portfolios at participating sponsor firms