For more than 30 years, Fiserv has served the technology needs of the wealth management industry, helping clients maximize efficiency and solve business challenges.

The financial industry is undergoing profound change in the way it must serve investors. With the Department of Labor (DOL) Fiduciary Rule now official, the mood in the wealth management industry has turned from anticipation and uncertainty to a focus on how best to comply.

Fiserv supports many of the industry's largest banks, broker-dealers and insurance companies with technology solutions and we have been in consultative conversations with them about the DOL ruling. Together, we've learned that a managed-account framework, where professional financial advisors "manage" the investment accounts, is a viable solution to help firms comply with the new fiduciary ruling.


Our Solution

Fiserv offers integrated, front-to-back wealth management solutions to help your firm deliver on goals-based wealth management the promise of the unified managed household (UMH) – a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

Fiserv technology is transforming the way financial advice can be delivered. Stand-alone institutional asset management solutions are also available for certain back-office capabilities.




Benefits of our Wealth Management solutions include:

  • Financial Advice Management
  • Portfolio Management & Trading
  • Portfolio Accounting
  • Performance and Portfolio Reporting
  • Billing Services
  • Model Management

Institutional Management

Benefits of our Institutional Asset Management solutions include:

  • Post-trade processing
  • High-volume performance calculation and analytics
  • Fee billing

Terms and Conditions




FundFire Article: Investors Grow Skeptical of Individual Advisor Investment Expertise

Jody Cullinan, director of product management and strategy, Investment Services at Fiserv, discusses how home offices are employing wealth management technology to monitor the performance of advisors.

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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.

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Emerging Technology Trends in Wealth Management

A big transformation is underway in wealth management. We are on the cusp of Web 3.0 technology and in the early stages of robotic process automation and artificial intelligence, which will have a profound impact on our industry.

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Technology Solutions for Wealth Management

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

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Investing Time With Clients: Delivering the Right Solutions

Cheryl Nash, president of Investment Services at Fiserv, discusses how a focused approach of connecting with industry leaders and investing more time with our wealth management clients positions us to better understand their needs.

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Resource Article: Cheryl Nash: How Personas Could Revolutionize FinTech

Fiserv Investment Services leaders Cheryl Nash and Tirdad Shojaie discuss with how "personas" could be the next big thing in fintech and what AI might mean for financial advisors.

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

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