Wealth Management

Fiserv offers advanced technology and high quality document composition, production and delivery services that allow you to keep your investors informed of account activity, using the channels they most prefer. With our easy-to-understand investor statements and confirmations, we can help you improve investor satisfaction, get your messages noticed and deliver communications in a timely manner.

Personalized, timely communication with investors, including account statements, trade confirmations, checks and 1099s, is key in the wealth management industry. From mutual funds and retirement accounts to variable annuities and brokerage services, investor communications help keep your investors informed and up-to-date on your services. With the need for immediate access to information, investment documents can be delivered electronically or through traditional print and mail services.

Our Solution

We transform your traditional communication touch points into dynamic marketing and educational tools by combining transactional data with relevant educational and promotional messages, greatly increasing the value of the communication. Whether you currently produce your documents in-house or outsource to another supplier, Fiserv offers flexible composition, production and delivery services to help you deliver unique content and intuitively designed documents, with precise targeted messaging.

  • Personalize information at the individual investor level
  • Consolidated statement for multiple financial service products
  • Data integrated from multiple systems
  • Asset-allocation pie charts
  • Performance bar graphs
  • Flexible disclosure information based on account makeup

We are equipped to deliver your documents through a variety of communication channels including print, email, mobile and the Web, according to the preferences of each investor.

Our ePresentment solution for investors includes:

  • PDF and HTML documentation available for investor convenience
  • Full-service capabilities to handle enrollment, consent, notification, authorization and viewing
  • Scalable system to handle growth as enrollment increases
  • "Push" and "pull" methods of delivery

Our ePresentment solution for brokers and investment company customer service groups includes:

  • PDF and HTML formats
  • Options available for broker copy distribution
  • Access control set by individual users
  • Web-ready: no proprietary software necessary to view statements


  • Flexible, targeted messaging, based on investor attributes, to provide relevant content and cross-sell additional products and services
  • Provide all the distribution channels investors and brokers need including print, email, mobile and the Web
  • Incorporate color to improve readability and draw attention to important information
  • Fast turnaround and commitment to meeting deadlines for time-sensitive financial data
  • Increase e-adoption while continuing to meet print production needs
  • Ensure complete control and visibility into every point in the document production and delivery process

Have a question for us?

For more information on Wealth Management and other Fiserv solutions, call us at 800-872-7882 or contact us.

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