Advisor Portfolio Management and Trading on Unified Wealth Platform Fact Sheet

Fiserv provides a single platform for financial advisors managing full-discretion and non-discretionary accounts by offering enhanced portfolio management and trading tools, targeted workflows, ease of customization, configurability and graphical displays from a single dashboard.

Rep-driven programs have become increasingly popular as advisors shift from commission- to fee-based pricing due to investor demands for greater transparency. Advisors who previously outsourced portfolio management are taking control of client accounts and must manage their books of business with greater efficiency and accuracy while providing the personalized advice their clients seek.

Unified Wealth Platform from Fiserv allows advisors to spend less time working in applications and more time advising clients to build relationships and revenue. Unified Wealth Platform comprises a full range of integrated capabilities to support multiple managed account solutions, across front, middle, and back offices, providing a streamlined experience for efficient workflows. Designed with the advisor in mind, the highly intuitive interface facilitates core portfolio management, trading and reporting functionalities within Unified Wealth Platform. The result is a streamlined workflow that gives firms and their advisors the option to customize the interface while meeting the technology needs of large and small financial institutions.

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