Fiserv Unified Wealth Platform (UWP) vs. RightCapital
Fiserv Unified Wealth Platform (UWP) vs. RightCapital
Product | Rating | Most Used By | Product Summary | Starting Price |
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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 | |
RightCapital | 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 |
Fiserv Unified Wealth Platform (UWP) | RightCapital | |||||||||||||||
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Editions & Modules | No answers on this topic |
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Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Fiserv Unified Wealth Platform (UWP) | RightCapital | |
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Likelihood to Recommend | - (0 ratings) | 9.0 (1 ratings) |
Fiserv Unified Wealth Platform (UWP) | RightCapital | |
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Likelihood to Recommend | Fiserv No answers on this topic | RightCapital |
Pros | Fiserv No answers on this topic | RightCapital |
Cons | Fiserv No answers on this topic | RightCapital |
Alternatives Considered | Fiserv No answers on this topic | RightCapital |
Return on Investment | Fiserv No answers on this topic | RightCapital |
ScreenShots |