Fiserv Unified Wealth Platform (UWP) vs. RightCapital

Fiserv Unified Wealth Platform (UWP)

RightCapital

4 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Fiserv Unified Wealth Platform (UWP)	N/A	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
RightCapital	Score10 out of 10	N/A	According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.	$124.95 per month

Pricing

Fiserv Unified Wealth Platform (UWP)

RightCapital

No answers on this topic

Basic: $124.95
per month per user
Premium: $149.95
per month per user
Platinum: Call RightCapital
per month

Pricing Offerings
Fiserv Unified Wealth Platform (UWP)	RightCapital
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	Fiserv Unified Wealth Platform (UWP)	RightCapital
Likelihood to Recommend	- (0 ratings)	9.0 (1 ratings)

User Testimonials
	Fiserv Unified Wealth Platform (UWP)	RightCapital
Likelihood to Recommend	Fiserv No answers on this topic	RightCapital I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look. Incentivized John Miller Managing Partner Read full review
Pros	Fiserv No answers on this topic	RightCapital User friendly Easy client access Capability to embed code into our website Customizable colors for the reports Weekly meetups to educate us more on how the platform is used Incentivized John Miller Managing Partner Read full review
Cons	Fiserv No answers on this topic	RightCapital Customize the colors on the main platform Continue to build tutorial videos as the platform expands Allow us to manually input budget data for budget tracking purposes Incentivized John Miller Managing Partner Read full review
Alternatives Considered	Fiserv No answers on this topic	RightCapital Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides. Incentivized John Miller Managing Partner Read full review
Return on Investment	Fiserv No answers on this topic	RightCapital It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling. We use the reports feature to help compose financial plans which is a service offering The Vault is used as a risk management control for legal and regulatory purposes. Incentivized John Miller Managing Partner Read full review
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