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.
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
Benefits of our Institutional Asset Management solutions include:
- Post-trade processing
- High-volume performance calculation and analytics
- Fee billing
For more information on Wealth Management Solutions from Fiserv, call us at 800-872-7882 or Contact Us.
What We Offer
Whether you're looking for robust trading, reporting, retirement income modeling or financial planning technology, Fiserv can help. Our Unified Wealth Platform supports every area of the investment process so you can do it all.
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.