Platform Consolidation for Managed Account Programs

Tirdad Shojaie, head of Product, Marketing and Business Strategy for Investment Services at Fiserv, discusses how firms can consolidate multiple managed account programs onto a single platform in this exclusive FundFire video.

There is a trend where a number of brokerages and wealth firms are consolidating existing manage account programs into a single platform. Watch the video and learn what the challenges are in doing this, in terms of support that is required, in terms of simplifying the way information is presented to the client, and ultimately the way you want to build the client.