Wealth Management Network from Fiserv is one of the managed account industry's most expansive networks of managed account data and connectivity. It brings together asset managers and sponsors to perform all necessary business functions to support the industry.

Fiserv enables the Managed Accounts industry to connect to its vast array of data through the largest network of sponsor, manager and custodial connections, resulting in increased efficiency and productivity.

 

Our Solution

Wealth Management Network from Fiserv includes the following solutions:

  • Asset Manager Connect℠ - Streamlines the workflow process by providing a single point of entry for communicating with managed account sponsors on Wealth Management Network
  • Messaging Services - Allows firms to transmit industry standard or proprietary messages and process them as account management functions that are associated with the lifecycle of opening and maintaining a firm's managed accounts
  • Model Information Exchange℠ & Model Reporting - Automates every task a manager performs on various sponsor environments, eliminating the need to manually log into separate sponsor locations.  Provides investment managers with data on the use and adoption of their models-only portfolios at participating sponsor firms
  • Data Services - Provides real-time entry into account and lifecycle, enabling firms to handle their managed account business while rapidly implementing new connections between business partners
 

Benefits

  • Real-time connectivity between all major market participants
  • Secure and auditable single sign-on with access to eight of the top 10 sponsors in the industry
  • Simplifies entire process of managing accounts by consolidating access to critical data and portfolio management tools
  • Drives greater efficiency and reduces risk and overhead by automating data collection, modeling and trading notifications
  • Increases revenue potential with standardized real-time access, helping users to grow volumes and client base

Terms and Conditions

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Resources

Resource

The Case for Connectivity: Creating an Exchange Across the Managed Accounts Industry

When it comes to managed accounts and model portfolio distribution, asset managers require a single point of access into a network of managed account sponsors to move effortlessly across multiple sponsor platforms and increase operational efficiency.

Read the point of view paper

Resource

Asset Manager Connect Fact Sheet

Asset Manager ConnectSM on the Wealth Management Network from Fiserv simplifies connectivity between asset managers and managed account sponsors for streamlined workflow. This drives growth and greater efficiency across the managed accounts industry.

Download the fact sheet

Resource

Harnessing Rich Data to Drive Growth

Tirdad Shojaie, head of Product, Marketing and Business Strategy for Investment Services at Fiserv, discusses how delivering real-time communication, processing and access to valuable data empowers the wealth management industry to take action and drive growth.

Watch the video

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

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