Whether you're looking for robust trading, reporting, retirement income modeling or financial planning technology, Fiserv can help. Our Unified Wealth Platform supports every area of the investment process so you can do it all.
Top of mind for wealth management firms today are investors and their needs for simplicity, transparency and the consolidated management of household assets, liabilities and financial goals.
Fiserv is the only provider that owns and integrates front-, middle- and back-office technology to help you improve service to your clients and streamline their experience with your firm.
The Unified Wealth Platform from Fiserv represents the integration of our front-, middle- and back-office wealth management technology, which can be leveraged in total by large enterprises—with multiple business lines, functions and users—or configured and deployed as individual technology components for focused business needs. Several primary solution sets comprise the Unified Wealth Platform:
Whether you need solutions in one or all areas of wealth management, Fiserv technology can help you better serve your clients and grow revenue by: