Advanced Model Management Technology Fact Sheet

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 Exchange^SM: 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