Fiserv technology provides the most thorough financial planning platform on the market. Using two unique methodologies, Modular Planning for individuals and organizations who desire issue-focused planning and Comprehensive Cash-Flow Based Planning for individuals and organizations that desire all-encompassing financial planning based on long-term cash flow, Fiserv technology examines tax consequences and goals-based investment strategies.
Our proposal generation technology offers a highly intuitive tool that allows advisors to quickly construct and generate account level investment recommendations on a wide range of investment products.
Advisors will have access to the most advanced portfolio analysis solution. Advisors may compare a client’s current investments to a set of benchmarks or specific investment models, all displayed on an easy-to-read screen. Using the proposal generation tools, advisors can make tactical recommendations of products their clients may act upon.