Global Portfolio Accounting

Asset managers and financial services firms must be able to leverage solutions to remain competitive and build products. Multicurrency trading and portfolio accounting solutions have become a requirement for asset management firms.

Global Portfolio Accounting, available on Unified Wealth Platform from Fiserv, provides a true multicurrency portfolio accounting solution that supports the full spectrum of currency instruments and foreign exchange transactions, including:

  • Derivatives
  • FX trades and currency agnostic transactions
  • Alternative and illiquid assets
  • Fixed-income products
  • Synthetic holdings
  • Equities, ETFs

Global Portfolio Accounting is currently in production in ten money centers with 24/7 support for investors.

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

Have a question for us?

For more information on Global Portfolio Accounting and other Fiserv solutions, call us at 800-872-7882 or contact us.

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