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Fiserv Unified Wealth Platform (UWP)

Fiserv Unified Wealth Platform (UWP)

Overview

What is Fiserv Unified Wealth Platform (UWP)?

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…

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Pricing

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What is Fiserv Unified Wealth Platform (UWP)?

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Fiserv Unified Wealth Platform (UWP)?

Fiserv Unified Wealth Platform (UWP) Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews

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