Tirdad Shojaie, head of Product, Marketing and Business Strategy for Investment Services at Fiserv, discusses how the Unified Wealth Platform continues to provide comprehensive connectivity and integration for financial planning, proposal generation, model management, investment strategies, accounting, reporting and billing.

With Unified Wealth Platform, these inherent horizontal capabilities are now being taken to the next level with focus from Fiserv on vertical integration to connect an array of investment programs. This connection seamlessly brings all capabilities together on a single platform in the most efficient way for our clients.

Terms and Conditions




Unified Wealth Platform

Whether you're looking for robust trading, reporting, retirement income modeling or financial planning technology, Fiserv can help. Our Unified Wealth Platform supports every area of the investment process so you can do it all.

Learn more

Share this page: