Digital Client Onboarding
Fiserv is transforming how financial advisors interact with clients. With new digital onboarding, advisors review goals, create plans and proposals, and open new accounts in a frictionless streamlined digital environment.
Fiserv is transforming how financial advisors interact with clients. With new digital onboarding, advisors review goals, create plans and proposals, and open new accounts in a frictionless streamlined digital environment. Watch this video to learn more.
The solution supports:
- Rep-directed and firm-directed investment models
- All managed account types (RPA, RPM, SMA, UMA, MFA)
- Multiple custodians
- Workflow and e-signature tools
- Integration with Unified Wealth Platform from Fiserv for portfolio management and trading
- Solution
- Wealth Management Solutions
- Industry
- Wealth Management
- Published
- May 2018
Have a question for us?
For more information on Digital Client Onboarding and other Fiserv solutions, call us at 800-872-7882 or contact us.
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