FTF News reports on the recent upgrades to Unified Wealth Platform from Fiserv, including new options for customized dashboards and advisor tools that support both rep-as-portfolio manager or rep-as-advisor programs.
Fiserv reports that the platform enhancements are intended to benefit:
- Broker-dealers that need operational efficiency improvements "across their managed account businesses with advisor capabilities available from the Unified Wealth Platform"
- Asset or model managers that need to increase distribution opportunities "as more financial advisors migrate" to the platform
- Financial advisors that need to "streamline workflow through enhanced portfolio management and trading tools, and manage full-discretion and nondiscretionary accounts on a single platform"
- And investors that need "greater clarity, insight and efficiency from their advisors when they leverage the new tools"