According to Fiserv, Rep as PM using its technology will now find it easier to manage and trade on the platform with new options for customization, configurability and graphic displays of data.
The newly enhanced platform features an advanced user interface which will provide users access to advanced features and functions in the Rep as PM solution, including tax harvesting tools, new dashboards, single-click access to account details and timely trading, the technology company added.
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Another key enhancement leverages the Model Management solution from Fiserv as a repository for all rep as portfolio manager investment models.
Fiserv claims that its clients will now have all managed account models, including Rep as PM, but also exchange traded funds, unified managed accounts, mutual fund advisory and separately managed accounts in one location.
Fiserv added that advisors using proposal capabilities within its solution will be able to look across all investment strategies at their firm to choose the most suitable ones for their clients.
Bob Fedele, senior product manager, Investment Services, Fiserv said, "These advanced rep as portfolio manager capabilities represent only the first iteration of a broad initiative to provide all advisors with integrated technology for investor reporting, client relationship management, financial planning, proposal generation and data aggregation."
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