Fiserv adds user enhancements to its Unified Wealth Platform

Fiserv, a provider of financial services technology solutions, has enhanced its Unified Wealth Platform by adding new user experience and interface to it.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.

The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.

The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.

By GlobalData

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The enhancements will enable financial advisors to quickly access the tools they need to support and manage multiple managed account programs, the company said.

The platform’s new user experience transforms the support of rep-managed accounts (RPM and RPA), separately managed accounts (SMA) and mutual fund advisory (MFA) programs by delivering simplified access and dashboard-driven workflow.

Fiserv president of investment services Cheryl Nash said: “Our enhanced Unified Wealth Platform gives the stability, security and scale we have always offered, but now with a more advanced digital experience and greater integration of capabilities on our single platform.”

Fiserv’s Unified Wealth Platform provides technology automation across the entire wealth management process, including financial planning, retirement-income analysis, portfolio management, trading, accounting, portfolio performance and reporting.

The new user enhancements to Unified Wealth Platform follow enhanced advisor and investor reporting capabilities that were introduced after completing an integration with InvestEdge in October 2015, as well as new rep-as-portfolio manager (RPM) tools announced by Fiserv in March 2016.

Free Report

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.

The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.

The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.

By GlobalData