Choose powerful financial planning tools from Fiserv designed specifically for financial advisors working directly with clients in real-world, detailed planning scenarios.

The need for financial planning and advice is greater than ever. As investors take more focused interest and accountability over their financial health, advisors must employ a comprehensive approach to help clients attain financial and lifestyle goals such as retirement, college or a vacation home. The dreams have not changed, just the investment plans designed to achieve them.


Our Solution

A best-in-class financial planning technology suite of products, Financial Advice Management solutions from Fiserv offer:

  • Goals-based and comprehensive plans including retirement, education and accumulation
  • Integrated proposal generation with digital delivery
  • Seamless account opening, portfolio construction and asset allocation
  • Investor needs analysis
  • Real-time collaborative planning with interactive data entry and numerous what-if scenarios


Among many other benefits, with Financial Advice Management you gain:

Financial Advice Management screen
Fiserv financial planning technology is optimized for mobile so advisors can work anytime, anywhere.
  • Best-in-class technology coupled with ease of use: Our solutions were designed by financial planners for financial planners, and developed specifically to improve workflow efficiency, increase productivity and enhance client relationships. Watch our webinar to see how
  • Convenience and flexibility: The web-based modular design with role-based entitlements allows custom configurations to support any advisor preference
  • Support advisor growth: Serve independent advisors or integrate with large enterprise applications and infrastructure. Share data across teams or restrict it to roles-based entitlement. With online access to financial plans, advisors can collaborate with clients for superior customer service and with other advisors to facilitate cross-selling
  • Total solution set of financial advisor tools: Purchased as stand-alone tools or integrated into our middle- and back-office technologies, we offer your firm end-to-end planning, execution and reporting solutions

Terms and Conditions




Digital Advice Technology

Digital advice platforms, known as robo advisors, have caused some of the biggest disruptions within the wealth management industry in recent years. Fiserv can help investment advisory firms turn that disruption into opportunity.

Download the fact sheet

Resource Fiserv Presents Financial Planning Solution

Fiserv breaks into financial planning with Financial Advice Management to allow advisors to execute single goal, multi-goal and comprehensive planning.

Read the article


Technology Solutions for Wealth Management

Manage risk, drive efficiency and reduce cost – all with the right partner.

Learn more


Top Financial Services Company Elevates Advisor Experience

A mid-sized independent broker-dealer replaced a turnkey asset management program (TAMP) with Unified Wealth Platform from Fiserv, enabling the firm to streamline client onboarding, expand its product offering and deliver a compelling set of tools to its advisors.

View case study


Financial Advice Management

According to multiple industry reports, strategic financial advice will become a key differentiator above digital-only offerings. Financial Advice Management on the Unified Wealth Platform from Fiserv provides industry-leading advice technology to advisors seeking a competitive edge.

Learn More

Share this page:

Have a question for us?

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

Contact Us