Unified Wealth Platform (UWP) from Fiserv is a comprehensive and integrated solution for managed-account portfolio creation, management, trading, accounting, reconciliation, reporting and model management.

Encompassing solutions across the full wealth management life cycle, Unified Wealth Platform includes:

  • Financial planning
  • Home office tools and oversight
  • Portfolio management and trading
  • Portfolio accounting
  • Digital advice
  • Performance and investor reporting
  • Rep-driven programs
  • Advisor dashboard
  • Billing services
  • Model management solution
  • Reconciliation workflow
  • Unified managed account 

This single platform provides business efficiencies and economies of scale to advisor, home office and back office.

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For more information on Unified Wealth Platform: A Single Technology Platform for All Managed Account Solutions and other Fiserv solutions, call us at 800-872-7882 or contact us.

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