Fiserv Unified Wealth Platform (UWP)

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Fiserv Unified Wealth Platform (UWP)
Score 0.0 out of 10
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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
Pricing
Fiserv Unified Wealth Platform (UWP)
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Offerings
Pricing Offerings
Fiserv Unified Wealth Platform (UWP)
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
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Fiserv Unified Wealth Platform (UWP)
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