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Fiserv refines the Unified Wealth Platform


Cheryl Nash, Fiserv

Fiserv has added a new advisor portfolio management and trading technology to its Unified Wealth Platform.

The single platform is used for portfolio management, trading, accounting and reporting for managed accounts.

The company says that over 5,000 consultants and users who support Representatives as Portfolio Managers (RPM) or Representatives as Advisor (RPA) have migrated to the “enhanced” platform.

Cheryl Nash, President, Investment Services, Fiserv, Says Advisor …



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