Financial Advice Management

According to multiple industry reports, strategic financial advice will become a key differentiator above digital-only offerings. Financial Advice Management on the Unified Wealth Platform from Fiserv provides industry-leading advice technology to advisors seeking a competitive edge.

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.

  • Country
  • United States
  • Solution
  • Wealth Management Solutions
  • Industry
  • investment services
  • Published
  • March 2016

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For more information on Financial Advice Management and other Fiserv solutions, call us at 800-872-7882 or contact us.

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