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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