Unified Wealth Platform Fact Sheet

Unified Wealth Platform from Fiserv provides your institution with a comprehensive and integrated solution for managed-account portfolio construction, management, trading, accounting, reconciliation, reporting and model management – all on a single platform. The solution facilitates seamless transition from single- to multi-sleeve programs, simplifying the trading and rebalancing process.

Its unique sleeve-level structure with broad asset and product support combines precision with flexibility across multiple managed account programs, assets and products. A product-neutral platform, Managed Accounts from Fiserv simplifies the delivery of all fee-based advisory programs, including: Unified Managed Accounts (UMAs), Separately Managed Accounts (SMAs), Mutual Fund Advisory (MFA), ETF Advisory (ETF), Rep as Portfolio Manager (RPM) and Rep as Advisor (RPA). The platform also supports all core security types: Traditional equities, fixed income, Mutual funds, Exchange-traded funds, options, hedge funds, and annuities.