Fiserv breaks into financial planning with Financial Advice Management to allow advisors to execute single goal, multi-goal and comprehensive planning.

With the advisory market placing more emphasis on financial planning and the need for quicker, easy-to-use financial planning that integrates with outside tools, Fiserv  believes it's the right time to present a financial planning solution to the marketplace that is modular and can integrate into one platform.

At the T3 conference in Las Vegas, Senior Product Manager Igor Jonjic demonstrated how Financial Advice Management from Fiserv surpasses other solutions in the market by allowing advisors to simultaneously open and monitor accounts and draft investment proposals that are immediately ready for electronic signatures.  Jonjic explains how the solution gives advisors the ability to show clients how their current financial plan might stack up to a proposed plan, promoting client advisor interactions.

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