Unified Wealth Platform from Fiserv allows advisors to spend less time working in applications and more time advising clients. It provides a single advisor-facing platform that supports both full-discretion and nondiscretionary managed account programs.

Firms can manage their RPM and RPA programs on the Unified Wealth Platform with greater efficiency and accuracy. Benefits include the ability to:

  • Leverage integrated planning, proposal management, modeling and trading capabilities on one platform
  • Easily identify and handle high-priority account alerts using targeted workflows with minimal clicks
  • Trade multiple or individual positions through a comprehensive set of order generation and tools
  • Tailor the user experience and branding with firm logos and colors, while displaying client data in a graphic-enriched format
  • Facilitate block trading for RPM programs growth of any magnitude


Terms and Conditions


Have a question for us?

For more information on RPM and RPA Trading on Unified Wealth Platform and other Fiserv solutions, call us at 800-872-7882 or contact us.

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