Financial services technology solutions provider Fiserv has launched the Unified Wealth Management Platform for clients. The solution places all managed account programs, such as separately managed account, mutual fund advisory, rep as portfolio manager and exchange-traded funds on a single managed account platform.
The managed account solution will allow Fiserv clients to offer a higher level of service to investors. The investment process will be made more manageable, with sufficient resources and proficiency to deliver holistic financial advice to clients. The integrated system will function as a product-agnostic platform or chassis.
Click here for the release from Fiserv.