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