Traditional wealth management firms eager to keep pace with the evolving industry landscape and investor expectations are taking note of the value and relevance of digital advice platforms.

With a mission to demystify financial services and enable everyone to gain knowledge and control of their finances, Fiserv has partnered with Marstone to create a highly configurable, integrated, and personalized platform that encourages stronger relationships between advisors and their clients.

The Fiserv-Marstone digital advice offering allows clients of wealth management firms to:

  • Open and fund accounts online and paperlessly
  • Complete a simple online risk-tolerance questionnaire, customizable by each institution
  • Explore and invest in portfolio models that correspond to their risk profiles
  • Track investment performance
  • View financial accounts holistically by aggregating held-away accounts, including checking, investing, mortgage and credit card
  • Maintain and update account information and transfer funds

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Managed Accounts

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.

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For more information on Marstone Digital Advice Fact Sheet and other Fiserv solutions, call us at 800-872-7882 or contact us.

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