Fiserv, a provider of financial services technology solutions, has enhanced its Unified Wealth Platform by adding new user experience and interface to it.
The enhancements will enable financial advisors to quickly access the tools they need to support and manage multiple managed account programs, the company said.
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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.
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