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
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.
Additional Resources
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 fiserv.com
and follow
on social media for more information and the latest company news.
FISV-G
View source version on businesswire.com: https://www.businesswire.com/news/home/20181011005455/en/
Source: Fiserv, Inc.
Media Relations:
Alex Shorter
Sr. Manager, Public
Relations
Fiserv, Inc.
678-231-0226
alexander.shorter@fiserv.com
or
Additional
Contact:
Ann Cave
Director, Public Relations
Fiserv,
Inc.
678-325-9435
ann.cave@fiserv.com