Wealth Management

Cheryl Nash, president of Investment Services at Fiserv, discusses the new partnership with Marstone, a New York-based digital advisory firm, to provide digital investment advice solutions.

The introduction of advanced exceptions workflow solutions will slash costs and accelerate exception processing while laying the groundwork for processing all payment types on a single platform.

RNC Genter Capital Management has become one of the first financial institutions to deploy Asset Manager Connect from Fiserv to access the industry’s largest wealth management network.

According to FundFire, investment advisory program sponsors are looking to boost their unified managed account (UMA) programs by providing greater options on discretion and asset allocation modeling.

FTF News reports on the recent upgrades to Unified Wealth Platform from Fiserv, including new options for customized dashboards and advisor tools that support both rep-as-portfolio manager or rep-as-advisor programs.