Fiserv is a world-leading financial services solutions provider. For more than 30 years, our Investment Services division has served the technology needs of the wealth management industry, helping clients maximize efficiency and solve business challenges.

Our Unified Wealth Platform serves more than 450 investment firms, with over 5 million investment portfolios and $1.7 trillion in assets managed on our platform. Our solutions include configurable modules for financial planning, proposal generation, model management, trading, reporting and analytics. Our Wealth Management Network seamlessly connects the industry of asset managers, broker dealers, banks and advisors and gives them all of the data necessary to manage wealth.