Advisors Achieve Greater Efficiency with Enhanced Unified Managed Account Capabilities from Fiserv
Fiserv, Inc. (FISV)
Last fiserv, inc. earnings: 2/4 04:01 pm
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US:NASDAQ Investor Relations:
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Source: Business Wire
Updated user interface and workflow streamlines portfolio management and trading BROOKFIELD, Wis.--(BUSINESS WIRE)-- Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, is enabling financial advisors to operate more efficiently through enhanced unified managed account (UMA) capabilities. A new interface and streamlined workflow within Unified Wealth Platform from Fiserv 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. UMA accounts have soared in popularity as advisors and investors have increasingly demanded a holistic view of investments. In its annual report, U.S. Managed Accounts 2017: Convergence and its Implications, Cerulli Associates, a global research and consulting firm that follows global asset managemen
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