Wealth management technology from Fiserv supports the needs of clients, advisors and home offices. Manage risk, drive efficiency and reduce cost—all with the right partner.

Whether you require a specific solution or an end-to-end technology platform, Fiserv can integrate your choice and mix of solutions so they perform as one streamlined ecosystem. Fiserv solutions manage the full wealth management life cycle, including:

  • Financial planning
  • Digital advice
  • Advisor dashboard
  • Portfolio management and trading
  • Rep-driven programs
  • Home office tools and oversight
  • Performance and investor reporting
  • Billing services


Terms and Conditions


Have a question for us?

For more information on Technology Solutions for Wealth Management and other Fiserv solutions, call us at 800-872-7882 or contact us.

Contact Us