According to FundFire, investment advisory program sponsors are looking to boost their unified managed account (UMA) programs by providing greater options on discretion and asset allocation modeling.

At Fiserv the changes include more streamlined workflows and an updated interface for incorporating advisor-discretionary, and non-discretionary sleeves that can be combined with third-party models in a single account. Fiserv also added more capabilities for sponsor firms to implement more guardrails and controls around the rep-discretionary and non-discretionary sleeves.


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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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