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. 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