|
|
| Portfolio Management |
For more than 25 years, Fiserv has been the leader in investment management technology services and solutions. We provide a broad range of portfolio management solutions that meet the evolving demands of the investment management industry, including Unified Managed Accounts, Mutual Fund Advisory, tax-aware investing, and GIPS® compliance support.
Whether providing portfolio management solutions that allow program sponsors to offer their clients a wide variety of investment options within a single unified platform, or enabling firms to customize their mutual fund advisory program, Fiserv provides market defining technology solutions for the managed accounts marketplace.
> For more information on our products, contact us at 800.437.2997 in North America, +44 (0) 845.013.1200 in Europe and +65 6533.9288 in Asia and Australasia, or Request More Information. |
| |
| | Unified Managed Accounts - The functionality of Unified Managed Accounts from Fiserv allows a program sponsor to offer their clients a wide variety of investment options within a single, unified platform, and provides all the necessary tools for successful overlay management. More ··> |
| | Mutual Fund Advisory - Mutual Fund Advisory from Fiserv is a tool that supports the administration and trading of mutual fund advisory programs. Automated features, flexibility, and ease of maintenance allow you to develop multiple products to meet your investors’ needs. More ··> |
| | Financial Advisor Workbench - Financial Advisor Workbench from Fiserv is designed to assist firms and financial advisors with the management of both Rep as Portfolio Manager and Discretionary Guided Model programs by providing them with an end-to-end suite of portfolio accounting and related decision support tools for their fee-based assets. More ··> |
| | Performance Manager - Performance Manager from Fiserv supports high volume investment performance calculations for all types of accounts holding any type of investment vehicle – stocks, bonds, options, futures, cash, and derivatives. More ··> |
| | Reconciliation Manager - Reconciliation Manager from Fiserv is designed to improve risk management analysis and streamline the overall reconciliation process. More ··> |
|
|
|
| | | Contact Us | For more information, contact us at 800.437.2997 in North America, +44 (0) 845.013.1200 in Europe and +65 6533.9288 in Asia and Australasia, or Request More Information. More ··> |
|
|
| |
©2010 Fiserv, Inc. or its affiliates. All rights reserved.
SMA Forum | Contact Us | Site Map | Privacy Policy
Home | About Us | Products & Services | News & Events | Training | Product Support | White Papers
|