Technology Providers (Platform Innovation)

Fiserv is a leader in financial services technology with 13,000 clients in 100+ countries. Based in Wisconsin with 22,000 associates worldwide in 115 cities, Fiserv enables clients to achieve best- in – class results by driving quality and innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. Unified Wealth Platform from Fiserv provides financial institutions with a comprehensive and integrated solution for managed-account portfolio construction, management , trading, accounting, reconciliation, reporting and model management — on a single platform. Wealth Management Network from Fiserv accelerates digital connectivity among all major market participants. Fiserv is a FORTUNE 500 company and was named FORTUNE magazine’s World’s Most Admired Company for the third consecutive year. Please click here f or a list of awards and recognitions.


New Enhancements on Unified Wealth Platform Keep Fiserv “First in Fintech”

During 35 years as experts in wealth management technology, Fiserv has won and kept as clients eight of the top ten broker-dealers and ten of the largest asset managers in the U.S. Today, the Unified Wealth Platform from Fiserv is the industry’s largest managed account platform, supporting over $1 .5 trillion in assets and leading the way in scalability and speed.

Our massive scope and reach is won through constant innovation. In 2016, we completed critical integration of the separate systems of our platform, transforming the user experience and enhancing and increasing the capabilities that can be accessed on a single platform across front, middle and back office, including financial planning, proposing, portfolio management, trading, accounting, portfolio performance, reporting and fee billing.

A new user experience has transformed the support of rep-managed accounts (RPM & RPA), separately managed accounts (SMA) and mutual fund advisory (MFA) program s by delivering simplified, streamlined access and dashboard- driven workflow. This creates much greater efficiency and frees up more time for advisors to better engage their clients and build and deepen relationships. The recent enhancement s enable greater customization, configurability, graphic al displays, and targeted workflows from a single dashboard. A new user interface provides advisors advanced features, including tax harvesting tools and single-click access to account details.

Fiserv technology and industry experience also continues to transform the way financial advice can be delivered . Developing and integrating new advisor tools and front- office enhancements demonstrates excellence and innovation in investment technology by expanding the advisor ’ s ability to add more value and better serve clients.

Category Finalists

Key Business Leader

Cheryl Nash
President, Investment Services

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