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

October 11, 2018

Unified Wealth Platform recognized as best-in-category for innovation and recent updates, including robust UMA capabilities and new user interface

BROOKFIELD, Wis.--(BUSINESS WIRE)--Oct. 11, 2018-- Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced that it was recognized at the 2018 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 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

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About Fiserv

Fiserv, Inc. (NASDAQ: FISV) enables clients worldwide to create and deliver financial services experiences in step with the way people live and work today. For more than 30 years, Fiserv has been a trusted leader in financial services technology, helping clients achieve best-in-class results by driving quality and innovation in payments, processing services, risk and compliance, customer and channel management, and insights and optimization. Fiserv is a member of the FORTUNE® 500 and has been named among the FORTUNE Magazine World's Most Admired Companies® for five consecutive years, recognized for strength of business model and innovation leadership. Visit and follow on social media for more information and the latest company news.


Source: Fiserv, Inc.

Media Relations:
Alex Shorter
Sr. Manager, Public Relations
Fiserv, Inc.
Additional Contact:
Ann Cave
Director, Public Relations
Fiserv, Inc.