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Fiserv Wins WealthManagement.com Award for Portfolio Management, Accounting and Performance Reporting Enhancements

Monday, October 15, 2018

by Fiserv

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced that it was recognized at the 2018 WealthManagement.com Industry Awards for enhancements designed to optimize portfolio management and trading of UMA accounts, providing financial advisors with a superior user experience and the capabilities they need to better serve investors. Unified Wealth Platform from Fiserv won the Technology Providers: Portfolio Management, Accounting and Performance Reporting category. The company’s new advisor workstation and planning solutions earned a finalist spot in the Technology Providers: Financial Planning category.

“We’re focused on making Unified Wealth Platform more accessible to advisors, with flexible UMA overlay technology that not only provides a better experience for advisors and investors, but also helps to drive growth in the industry,” said Cheryl Nash, president, Investment Services, Fiserv. “Fiserv is honored to receive this prestigious award, as it is a testament to our ongoing commitment to innovation and advisor success.”

Fiserv was recognized for enhancements made to Unified Wealth Platform over the past 12 months. Enhancements included unified managed account (UMA) capabilities, specifically a new user interface and streamlined workflow. Unified Wealth Platform, the industry’s most widely used wealth management technology platform, supports over $1.8 trillion in assets for an elite list of wealth management firms, including 10 of the 12 top broker-dealers and the 10 largest institutional asset managers in the U.S.

Now in its fourth year, the WealthManagement.com Industry Awards honor outstanding achievements by companies and organizations that support financial advisor success. A record number of nominations were submitted for the awards in 2018 – nearly 600 entries from 156 companies. Winners were selected based on quantitative measures of their initiatives, such as scope, scale, adoption and feature set, along with qualitative measures such as innovation, creativity and new methods of delivery.

In a world moving faster than ever before, Fiserv helps clients deliver solutions in step with the way people live and work today – financial services at the speed of life. Learn more at fiserv.com.

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