Wealth Management Network from Fiserv is the premier digital destination for the managed accounts industry, providing firms and advisors access to partner solutions such as digital advice and education for a modern end-user digital experience.

Wealth Management Network facilitates real-time connectivity between all major market participants: Asset managers, broker-dealers, banks, aggregators and market utilities, as well as advisors, investors and third-party partners.

The key benefits to participants are:

  • The largest wealth management network with solutions to accelerate a digital strategy
  • Scalability to drive cost efficiency and improve end-to-end workflow
  • Standardized platform and simplified connectivity that improves productivity and efficiency
  • Digital tools and automation for greater advisor efficiency


Terms and Conditions