Fiserv partners with Pennsylvania company to expand capabilities

Freeman Staff

Oct. 21, 2015

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.”