Trading Services

Trading Services from Fiserv offer complete portfolio management tools and capabilities that provide today’s investment managers with critical portfolio management, trading and administrative tools in an integrated environment.


In today’s ever-changing investment environment, investment managers are faced with a variety of challenges – a more stringent regulatory environment, growing customer demands for more alpha and less volatility, and keeping pace with rapidly evolving technologies.

Trading Services from Fiserv provide you with the tools for active portfolio management, decision support and trading across multiple programs, including: Separately Managed Accounts, Unified Managed Accounts, Mutual Fund Advisory, Rep as Manager and Non-Discretionary programs.

Trading Services utilize institutional best practices and support the entire portfolio management process – from portfolio construction and compliance review to order generation and trade execution. Fiserv trading tools are comprised of decision support tools for developing investment strategies and creating trade scenarios based on the current trading environment or on established parameters.


Our Trading Services offer a complete range of portfolio management, trading and administrative tools that provide you with the following capabilities:

  • Portfolio construction
  • Single and multi-account
  • Overnight rebalancing
  • Tax aware trading
  • Overlay trading
  • Sleeve manager trading in support of UMA
  • Real-time what-if analysis
  • Risk analysis
  • Trade order management

Have a question for us?

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

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