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October 23, 2015updated 04 Apr 2017 1:34pm

Fiserv, InvestEdge collaborate to enhance wealth management firms’ reporting capabilities

Fiserv, a provider of financial services technology solutions, has partnered with InvestEdge, a Bala Cynwyd, Pennsylvania-based provider of integrated wealth management platforms, to deliver access to an array of data management and customized reporting solutions to advisory firms and investors that run managed account portfolios on the Unified Wealth Platform from Fiserv.

By Verdict Staff

Fiserv, a provider of financial services technology solutions, has partnered with InvestEdge, a Bala Cynwyd, Pennsylvania-based provider of integrated wealth management platforms, to deliver access to an array of data management and customized reporting solutions to advisory firms and investors that run managed account portfolios on the Unified Wealth Platform from Fiserv.

The Unified Wealth Platform will seamlessly integrate InvestEdge capabilities to enable a real-time display of client account data on the platform, customized reports and access to an intuitive investor portal, Fiserv said.

Fiserv president of investment services Cheryl Nash said: "There has been an increasing demand from our clients for new technology solutions that can keep pace with investor demand for greater transparency and frequency of account data and performance.

"Wealth advisors must have easy and immediate access to information about their customers to provide advice at the point of thought, and our partnership with InvestEdge makes this possible."

According to Fiserv, the collaboration will enhance reporting capabilities for its clients by offering a suite of over 40 fully customizable report options.

In addition, the investor portal will allow advisors to better interact with their clients via new messaging and e-statement report delivery.

InvestEdge CEO and founder Bob Stewart said: "Wealth advisors have been entrusted with their client’s wealth, and reporting highlights the value that advisors create, enabling them to maintain long term relationships with their clients.

"Our partnership with Fiserv adds true value to the advisor-client relationship. The vast amount of Fiserv client data, combined with the full suite of InvestEdge customizable reporting solutions, creates a tremendous opportunity for wealth managers to elevate their brand, increase efficiency and better serve their investors."

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