Asset Manager Connect Fact Sheet

Asset Manager ConnectSM on the Wealth Management Network from Fiserv simplifies connectivity between asset managers and managed account sponsors for streamlined workflow. This drives growth and greater efficiency across the managed accounts industry.

 

As asset managers increase distribution in managed account and model-delivery programs, data access and exchange across multiple sponsor platforms can be cumbersome and inefficient. Lack of industry-standard communication and the existence of multiple sponsor platforms force manager firms to access several systems to perform manual, repetitive processes.

Asset Manager Connect from Fiserv streamlines the workflow process by providing a single point of entry for managers to communicate with sponsors on Wealth Management Network in a secure and auditable manner. This robust network includes access to eight of the top 10 sponsors in the industry. Our web-based interface creates efficiency by automating data collection, modeling and trading notification across multiple sponsor destinations. Asset Manager Connect simplifies the entire process of managing accounts by consolidating access to critical data and portfolio management tools.

  • Solution
  • Wealth Management
  • Industry
  • Wealth Management
  • Published
  • October 2017

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