This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Fiserv Enhances Unified Wealth Platform With Advanced Capabilities For The Rep As Portfolio Manager Program

Stocks in this article: FISV

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced several major enhancements to its Unified Wealth Platform, with new functionality for rep as portfolio managers or advisors with discretion over a client’s assets.

Today’s investors are seeking advice from qualified advisors as they assess their financial objectives and consider how to diversify their portfolios for both stability and future growth. Due to their enhanced service to investors, financial institutions that leverage rep as portfolio manager programs have experienced steady growth. To serve the needs of this growing market, Fiserv has added this functionality to its platform.

Rep as portfolio managers using the enhanced technology from Fiserv will now find it easier to manage and trade on the platform with new options for customization, configurability and graphic displays of data. A next-generation user interface provides access to advanced features and functions in the rep as portfolio manager solution, including tax harvesting tools, new dashboards, single-click access to account details and timely trading.

Another key enhancement leverages the Model Management solution from Fiserv as a repository for all rep as portfolio manager investment models. Fiserv clients will now have all managed account models – including rep as portfolio manager, but also exchange traded funds, unified managed accounts, mutual fund advisory and separately managed accounts – in one location. Advisors using proposal capabilities within the Fiserv solution will be able to look across all investment strategies at their firm to choose the most suitable ones for their clients.

“We believe the demand by investors for professional financial advice will continue to grow, with greater demand for the rep as portfolio manager. The enhancements announced today are designed to increase the effectiveness and efficiency of those advisors,” said Bob Fedele, senior product manager, Investment Services, Fiserv. “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.”

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 18,053.71 +23.50 0.13%
S&P 500 2,088.77 +6.89 0.33%
NASDAQ 4,806.8590 +33.3870 0.70%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs