Advanced Model Management Technology Fact Sheet

Asset managers need to efficiently distribute their strategies to multiple broker-dealer sponsors. Managing, communicating and delivering models more efficiently will lead to managed account growth for managers and sponsors alike.

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

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