Fiserv Inc., a provider of financial services technology solutions based in Brookfield, Wis., is adding new advisor portfolio management and trading technology tools to its Unified Wealth Platform, Fiserv announced Wednesday.
With the enhanced platform, financial advisors will be able to streamline workflow with new portfolio management and trading tools and manage full-discretion and nondiscretionary accounts on a single platform.
The tools are designed to make advisors more efficient and lead to better client service, according to Fiserv.
“Today’s investors are seeking goals-based advice from qualified advisors as they assess their financial objectives and consider how to diversify their portfolios for both stability and future growth,” says Cheryl Nash, Fiserv's president of investment services.
The enhanced Unified Wealth Platform is designed to enable advisors to more easily manage and trade on the platform, with new options for customization, configurability and graphical displays of data.
Advisors using proposal capabilities within the Unified Wealth Platform will be able to look across all approved investment strategies at their firm to choose the most suitable product for their clients, Fiserv says.
The Unified Wealth Platform is the Fiserv’s platform for portfolio management, trading, accounting and reporting for managed accounts. It's used by more than 5,000 advisors and investors.