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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- Tech Details
What is Fiserv Unified Wealth Platform (UWP)?
Fiserv Unified Wealth Platform (UWP) Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |