Top Financial Services Company Elevates Advisor Experience

A mid-sized independent broker-dealer replaced a turnkey asset management program (TAMP) with Unified Wealth Platform from Fiserv, enabling the firm to streamline client onboarding, expand its product offering and deliver a compelling set of tools to its advisors.

The broker-dealer partnered with Fiserv to implement Unified Wealth Platform, including paperless device-agnostic client onboarding, an expanded set of investment models in a state-of-the-art model management hub and connections with multiple custodians – all on a single platform. Leveraging the technology expertise and solutions from Fiserv, the broker-dealer transitioned previously outsourced back office functions to internal departments – a decision that delivered cost savings and greater control over processes and outcomes.

  • Country
  • United States
  • Solution
  • Wealth Management Solutions
  • Industry
  • Wealth Management
  • Published
  • June 2018