BROOKFIELD, Wis.--(BUSINESS WIRE)--
Fiserv,
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, today announced that it has been named the newest
affinity provider in the Financial
Planning Association(FPA) Practitioner
Resource Guide. Fiserv joins an impressive host of affinity
providers who support the financial planning process with tools that
facilitate ethical and goals-based advice.
"Fiserv is committed to providing financial institutions and their
advisors the most easy to use tools to support the delivery of suitable
plans in accordance with updated regulatory rules and fiduciary
standards," said Cheryl Nash, president, Investment Services, Fiserv.
"In becoming a member of the FPA Practitioner Guide and exchanging ideas
with other industry-leading member firms, we're confident that we are
developing solutions that fully address the pressing needs of the
financial advice industry."
The FPA Practitioner Resource Guide is a robust directory of practical
solutions and benefits available to FPA members to help them move their
businesses forward. All participating providers are evaluated according
to FPA's professional competence, ethical conduct and quality standards.
Financial Advice Management solutions from Fiserv offer powerful
financial planning tools designed for use by financial advisors working
directly with clients in real-world, detailed planning scenarios. These
tools were designed specifically to help advisors meet the greater
fiduciary standards imposed by recent industry regulations. Features
such as data aggregation help advisors gain a better understanding of
their clients, and thus offer more suitable advice.
FPA members will receive a 20 percent discounted rate on Financial
Advice Management solutions from Fiserv, which include AdvisorVision™,
an award-winning financial planning application; Proposal Generation
Manager, an investment proposal tool; and Retirement Illustrator
Manager, its newly released retirement income solution. Additional
information about Fiserv and the FPA Practitioner Resource Guide can be
found at http://www.fpanet.org/professionals/Membership/DiscountInsurancePrograms/.
"FPA is dedicated to providing the best financial planning tools and
resources to help its members grow professionally," said Lauren M.
Schadle, CAE, associate executive director and Chief Operating Officer,
FPA. "We are pleased that our members will now have access to the
innovative solutions from Fiserv that they can use to further enhance
customer trust, provide better financial advice and grow their
practices."
Fiserv has more than 3.7 million accounts on its wealth management
platforms and over 1.3 million UMA sleeves. Its Financial Advice
Management solutions, which include AdvisorVision, Proposal Generation
Manager and Investor Needs Analysis, along with its acquisitions of
AdviceAmerica financial planning technology and CashEdge data
aggregation capabilities, position Fiserv as a leader in the financial
services industry with technology that can support all functions of a
wealth management business.
Additional Resources:
About FPA
The Financial Planning Association® (FPA®) is the
largest membership organization for personal financial planning experts
in the U.S. and includes professionals from all backgrounds and business
models. FPA members adhere to the highest standards of professional
competence, ethical conduct and clear, complete disclosure to those they
serve. Based in Denver, Colo., FPA works in alliance with academic
leaders, legislative and regulatory bodies, financial services firms and
consumer interest organizations. For more information about FPA, visit www.FPAnet.org
or call 800.322.4237.
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.
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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