Wealth Management

Unlocking data and adopting bold digital strategies must be a priority for financial institutions to meet consumers' expectations and engage clients. Learn how technology can drive increased productivity and efficiency while enhancing wealth manager and investor interaction and engagement.

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.

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.