Fiserv Unified Wealth Platform (UWP) vs. Morningstar Advisor Workstation
Fiserv Unified Wealth Platform (UWP) vs. Morningstar Advisor Workstation
Product | Rating | Most Used By | Product Summary | Starting Price |
---|---|---|---|---|
Fiserv Unified Wealth Platform (UWP) | N/A | Fiserv offers their Unified Wealth Management technology solution, providing a multi-vehicle and multi-asset class portfolio accounting system with related trading, tax management and rebalancing tools for all fee-based advisory programs, goals-based financial and investment advisory tools, as well as reporting tools. | N/A | |
Morningstar Advisor Workstation | N/A | Morningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application. | N/A |
Fiserv Unified Wealth Platform (UWP) | Morningstar Advisor Workstation | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
| |||||||||||||||
Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Fiserv Unified Wealth Platform (UWP) | Morningstar Advisor Workstation | |
---|---|---|
Likelihood to Recommend | - (0 ratings) | 10.0 (1 ratings) |
Fiserv Unified Wealth Platform (UWP) | Morningstar Advisor Workstation | |
---|---|---|
Likelihood to Recommend | Fiserv No answers on this topic | Morningstar |
Pros | Fiserv No answers on this topic | Morningstar |
Cons | Fiserv No answers on this topic | Morningstar |
Alternatives Considered | Fiserv No answers on this topic | Morningstar |
Return on Investment | Fiserv No answers on this topic | Morningstar |
ScreenShots |