The models-only business is expanding rapidly among Fiserv clients and throughout the wealth management industry. Model Reporting provides investment managers unparalleled data about the use and acceptance of their models-only portfolios employed at participating sponsor firms.
Model Reporting on the Wealth Management Network from Fiserv provides the wealth management industry the ability to effectively monitor and assess the acceptance, use and movement of their investment models. The solution provides broker-dealer sponsors and their managers the insight and perspective they require while improving operational efficiencies by reducing the time to retrieve and analyze model portfolio usage.
- A comprehensive suite of model reports
- Effectively monitors the acceptance and movement of investment models
- Comprehensive reporting
- Provides transparency for all parties