Fiserv enables you to deliver optimal precision, efficiency and flexibility across multiple managed-account programs, asset types, investment products and strategies all from a single integrated platform.

 

Overview

Interest in managed accounts is exploding, amplified by investor demand for portfolio diversification and financial institutions' desire to grow fee-based revenue. However, the industry was held back by managed-account technology that was neither integrated nor able to support the growing number of asset types now required for optimal portfolio diversification and goals-based investing.

Fiserv has made significant progress in enhancing automation and integrating support for multiple asset types, strategies and managed-account programs — mutual fund advisory (MFA), rep as portfolio advisor (RPA), rep as portfolio manager (RPM), separately managed account (SMA) and unified managed account (UMA) – facilitating access to a broader choice of assets and delivering cost-effective operational efficiency for financial institutions and advisors. Recent industry analyst research confirms that these developments are vitally important.

 

Features

Unified Wealth Platform from Fiserv provides financial institutions with a comprehensive and integrated solution for managed-account portfolio construction, management, trading, accounting, reconciliation, reporting and model management — all on a single, integrated platform.

The solution facilitates seamless transition from single- to multi-sleeve programs, simplifying the trading and rebalancing process. Its unique sleeve-level structure with broad asset and product support combines precision with flexibility across multiple managed account programs, assets and products.

Programs

  • Mutual fund advisory (MFA)
  • Rep as portfolio manager (RPM)
  • Separately managed account (SMA)
  • Unified managed account (UMA) and, soon
  • Rep as portfolio advisor (RPA)

Assets/Products

  • Annuities
  • Exchange-traded funds (ETFs)
  • Hedge funds
  • Mutual funds
  • Options
  • Traditional equities and fixed income

Terms and Conditions

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Resources

Resource

FundFire: Managed Accounts Industry Needs Standardized Communication

Multiple issues prevent asset managers from scaling up their businesses: the absence of standardization, multiple points of access, and the inefficient exchange of data to and from sponsors. Fiserv solves these challenges by digitizing the delivery of data.

Read the article

Resource

FundFire: Sponsors Consider Adding More Options to UMA Programs

According to FundFire, investment advisory program sponsors are looking to boost their unified managed account (UMA) programs by providing greater options on discretion and asset allocation modeling.

Read the article

Resource

FTF News: Fiserv Upgrades Wealth Management System

FTF News reports on the recent upgrades to Unified Wealth Platform from Fiserv, including new options for customized dashboards and advisor tools that support both rep-as-portfolio manager or rep-as-advisor programs.

Read the article

Resource

Fiserv and the Department of Labor (DOL) Fiduciary Rule Fact Sheet

The Department of Labor (DOL) Fiduciary standard is intended to eliminate any potential conflict of interest between financial professionals and investors saving for retirement.

Download the fact sheet

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