Unified Wealth Platform: Taking Connectivity, Integration, and Optimization to the Next Level

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.

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Investing Time With Clients: Delivering the Right Solutions

Cheryl Nash, president of Investment Services at Fiserv, discusses how a focused approach of connecting with industry leaders and investing more time with our wealth management clients positions us to better understand their needs.

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Platform Consolidation for Managed Account Programs

Tirdad Shojaie, head of Product, Marketing and Business Strategy for Investment Services at Fiserv, discusses how firms can consolidate multiple managed account programs onto a single platform in this exclusive FundFire video.

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