Advanced technology from Fiserv automates and supports the management of models, facilitates communication of model information from managers to sponsors and provides model data reporting.

With over $200 billion in assets, model portfolio programs continue to be a growing segment in the managed account industry despite inefficiencies for asset managers who develop models for multiple broker-dealers (sponsors). Creating greater efficiencies in the management and distribution of model portfolios will help drive additional growth in this market for both managers and sponsors.
 
Advanced technology from Fiserv automates and supports the management of models, facilitates communication of model information from managers to sponsors and provides model data reporting through three key solutions: Model Management, Model Information ExchangeSM and Model Management: Reporting.

Using Model Information Exchange with Model Management will not only allow managers to communicate the same model to multiple sponsors, but enable them to send customized, sponsor-specific comments and security notes.

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