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CEB
TowerGroup Technology Assessment ranked providers on critical
product attributes
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AdvisorVision was honored for client engagement, advisor experience,
advisory tools and enterprise support
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The solution is one of the largest web-based financial planning
platforms in the market place with more than 500,000 client plans on
the system
BROOKFIELD, Wis.--(BUSINESS WIRE)--
Fiserv,
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, announced today that CEB TowerGroup, a research
and advisory services firm, has ranked AdvisorVision™ best-in-class in
its recent Financial Planning Technology Vendor Landscape Report.
AdvisorVision was named top of the line for client engagement, advisor
experience, advisory tools and enterprise support.
CEB TowerGroup rated top performers on its proprietary five point rating
score based on 24 attributes that define "best-in-class" financial
planning technology. AdvisorVision was recognized for its
configurability at the enterprise and advisor level, vendor integration
and multitude of client-engaging tools.
"As financial service executives evaluate new IT products to support
their business needs, many are overwhelmed by the volume of technologies
available," said Aaron Kissel, executive director, CEB TowerGroup. "CEB
TowerGroup is the only advisory group qualified to evaluate such a broad
range of financial services technology tools and to help financial
institutions navigate the increasingly complex landscape."
"This represents another important milestone in the Fiserv strategy to
converge technologies, which includes integration of front-, middle- and
back-office technology and data aggregation to deliver Unified Managed
Household (UMH) capabilities," said Cheryl Nash, president, Investment
Services, Fiserv. "Additionally, the valuable feedback from this report
and other financial research firms will help Fiserv continue to enhance
our front-office technology offering, particularly focusing on
comprehensive cash flow, tax and estate planning."
Fiserv and CEB TowerGroup will co-host a webinar on Tuesday, May 1, 2012
at 1:00 p.m. (EDT). Darrin Courtney, research analyst, CEB TowerGroup
and Jeremy Schlarb, business solutions analyst, Fiserv will share
insights on how to grow business with evolving financial planning
technology.
Fiserv offers a range of solutions for advisors, including Retirement
Illustrator, a unique risk management and annuity illustration tool and
Proposal Generation Manager, a portfolio construction and investment
sales solution. Fiserv also remains the leading technology provider for
the Managed Accounts industry with its integrated managed account
solution, which moves all programs onto one, unified platform (UMA, SMA
and MFA). Fiserv has more than 3.7 million accounts on its Wealth
Management Platform and over one million UMA sleeves. With its
acquisitions of AdviceAmerica financial planning technology and CashEdge
data aggregation capabilities, Fiserv remains the leader in the
financial services industry with technology that can support all
functions of a wealth management business, from planning, trading,
post-trade processing and investor reporting to fee billing and
invoicing.
Additional Resources:
About Fiserv
Fiserv, Inc. (NASDAQ: FISV) is a leading global technology provider
serving the financial services industry. Fiserv is driving innovation in
payments, processing services, risk and compliance, customer and channel
management, and business insights and optimization. For six of the past
eight years, Fiserv ranked No. 1 on the FinTech 100, an annual
international listing of the top technology providers to the financial
services industry. For more information, visit www.fiserv.com.
Technology Assessment Disclaimer
CEB does not endorse any vendor, product or service depicted in our
CEB TowerGroup publications and does not advise technology users to
select only those vendors rated "best in class." CEB TowerGroup research
publications consist of the opinions of CEB TowerGroup's analysts and
should not be construed as statements of fact. CEB disclaims all
warranties, expressed or implied, with respect to this research,
including any warranties of merchantability or fitness for a particular
purpose.
FISV-G
Media Relations:
Julie Nixon
Senior PR Manager
Fiserv,
Inc.
+1 678-375-3744
julie.nixon@fiserv.com
or
Additional
Contact:
Wade Coleman
Director, Public Relations
Fiserv,
Inc.
+1 678-375-1210
wade.coleman@fiserv.com
Source: Fiserv, Inc.
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