Performance and Portfolio Reporting: Investor Reporting

Fiserv offers scalable investor reporting solutions that integrate multi-account data sources. With a single investor report, financial institutions and investment professionals can analyze information at the individual holding, asset class, account or unified household level.

Investor Reporting from Fiserv provides financial institutions customizable report offerings with highly configurable branding and vibrant color schemes. Tell your firm's story with built-in rules that allow you to control content at your fingertips.

The importance of client reporting is well- known throughout the industry. A CEB TowerGroup survey revealed that nearly 8 in 10 global capital markets executives said that client reporting solutions have a "high value."

  • Country
  • United States
  • Solution
  • Wealth Management Solutions
  • Industry
  • Wealth Management
  • Published
  • January 2019