Digital Advice Technology

Advisory firms are now realizing that digital advice is being leveraged by many mass affluent investors who prefer lower account minimums and fees. In addition, they realize that even high-net worth investors are looking for new digital solutions to complement the live advice they receive. To grow and compete, firms must match or surpass the type of information and service that today's robo platforms provide.

Fiserv can help advisory firms digitally compete in two important ways: integrate your existing investor-facing technology with Unified Wealth Platform from Fiserv or partner to jointly develop an advice option that is specific to your firm.