OREANDA-NEWS. October 23, 2015.
Fiserv,
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, announced today it has partnered with InvestEdge,
based in
Bala Cynwyd, Pennsylvania, to deliver access to an array of
data management and customized reporting solutions to advisory firms and
investors that run managed account portfolios on the Unified Wealth
Platform from
Fiserv. The Unified Wealth Platform will seamlessly
integrate InvestEdge capabilities to enable a real-time display of
client account data on the platform, customized reports and access to an
intuitive investor portal.
"There has been an increasing demand from our clients for new technology
solutions that can keep pace with investor demand for greater
transparency and frequency of account data and performance," said
Cheryl
Nash, president, Investment Services, Fiserv. "Wealth advisors must have
easy and immediate access to information about their customers to
provide advice at the point of thought, and our partnership with
InvestEdge makes this possible."
The partnership will enhance reporting capabilities for Fiserv clients
by offering a robust suite of over 40 fully customizable report options.
In addition, the investor portal will allow advisors to better interact
with their clients via new messaging and e-statement report delivery.
"Wealth advisors have been entrusted with their client's wealth, and
reporting highlights the value that advisors create, enabling them to
maintain long term relationships with their clients," said
Bob Stewart,
Chief Executive Officer and founder of InvestEdge. "Our partnership with
Fiserv adds true value to the advisor-client relationship. The vast
amount of Fiserv client data, combined with the full suite of InvestEdge
customizable reporting solutions, creates a tremendous opportunity for
wealth managers to elevate their brand, increase efficiency and better
serve their investors."
InvestEdge provides investment firms with wealth management technology
solutions such as management, measurement and reporting of assets that
allow broker-dealers and money managers to grow their business and
enhance the client experience. InvestEdge is the recipient of two
industry awards in 2015 from Family
Wealth Report and PAM
Magazine.
Fiserv is a market leader providing innovative investment services
solutions with more than four million managed accounts supported on its
Unified Wealth Platform. The Unified Wealth Platform is tailored for
wealth management firms with a highly-configurable user interface and
dashboard, which enables seamless workflow navigation and integrated
support of all discretionary managed account programs (MFA, RPM, SMA,
UMA). Large enterprises can leverage the Unified Wealth Platform to
integrate front, middle, and back-office wealth management technology,
while increasing automation, straight-through processing and end-to-end
workflow.
The Fiserv partnership with InvestEdge comes on the heels of its
agreement with HedgeACT.
By integrating industry best-of-breed technology into its Unified Wealth
Platform, Fiserv continues to expand its expertise and commitment to
provide comprehensive, end-to-end solutions to the wealth management
industry.
In a world that is moving faster than ever before, Fiserv helps clients
deliver solutions that are in step with the way people live and work
today - financial services at the speed of life. Learn more at TheSpeedofLife.com.
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