Dashboard Enhancement to Unified Wealth Platform Fact Sheet

Financial advisors have been challenged to find a dashboard powerful enough for their evolving needs. Too often, disparate applications and systems require searching for information and collating widespread data, using up valuable time that could be spent servicing clients and prospects.

Advisor Dashboard delivers a comprehensive, customer-centric view of front-, middle- and back-office information that is integrated with best-of-breed Fiserv and partner solutions with access to managed account data on Unified Wealth Platform.

Advisors can access account opening, proposal generation, manager analysis, marketing material, client account data, and account maintenance features, as well as review investment performance and fees – helping to create a harmonized digital experience for users and clients.