BROOKFIELD - Fiserv, Inc. announced Wednesday it has
partnered with InvestEdge 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 of investment services for
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.”