For an independent advisory firm, worthy proposal generation software can be a linchpin of growth because it can help an advisor make the case for why a client should move assets to a firm. In general terms, such software helps clients understand how their assets are deployed and how the advisor would improve that deployment.
Fiserv is a well-known brand in the institutional financial services sector, but its products and services for independent financial professionals are less visible, constituting only a small fraction of the company's total business. A new product, Proposal Generation Manager, expands the options for independent managers.
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