Technology Solutions for Wealth Management

Wealth management technology from Fiserv supports the needs of clients, advisors and home offices. Manage risk, drive efficiency and reduce cost—all with the right partner.


Whether you require a specific solution or an end-to-end technology platform, Fiserv can integrate your choice and mix of solutions so they perform as one streamlined ecosystem. Fiserv solutions manage the full wealth management life cycle, including:

  • Financial planning
  • Digital advice
  • Advisor dashboard
  • Portfolio management and trading
  • Rep-driven programs
  • Home office tools and oversight
  • Performance and investor reporting
  • Billing services

Have a question for us?

For more information on Technology Solutions for Wealth Management and other Fiserv solutions, call us at 800-872-7882 or contact us.

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