Wealth Management

For more than 30 years, Fiserv has served the technology needs of the wealth management industry, helping clients maximize efficiency and solve business challenges.


Fiserv offers front-to-back wealth and asset management solutions that support the needs of clients, advisors and the home office. Our integrated financial advice technology makes it easier than ever for advisors to collaborate with clients on retirement and goals-based planning, create investment proposals, open new accounts, and deliver financial advice across multiple clients and households. Choose from automated solutions for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting, delivered in an end-to-end technology platform, to address your business priorities.


Our Wealth Management solutions include:
  • Financial Advice Management
  • Portfolio Management & Trading
  • Portfolio Accounting
  • Performance and Portfolio Reporting
  • Billing Services
  • Model Management

Our Institutional Asset Management solutions include:
  • Post-trade processing
  • High-volume performance calculation and analytics
  • Fee billing