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Fiserv Unified Wealth Platform (UWP) vs. Shrimpy

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Fiserv Unified Wealth Platform (UWP)
Score 0.0 out of 10
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
Shrimpy
Score 7.0 out of 10
N/A
Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.
$19
per month
Pricing
Fiserv Unified Wealth Platform (UWP)Shrimpy
Editions & Modules
No answers on this topic
Starter
$19
per month
Professional
$79
per month
Enterprise
$299
per month
Offerings
Pricing Offerings
Fiserv Unified Wealth Platform (UWP)Shrimpy
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details—20% discount available for annual pricing.
More Pricing Information
Community Pulse
Fiserv Unified Wealth Platform (UWP)Shrimpy
Considered Both Products
Fiserv Unified Wealth Platform (UWP)

No answer on this topic

Shrimpy
Verified User
Anonymous
Chose Shrimpy
Shrimpy is simpler to use, and the portfolio rebalancing to adjust to market movements is its best asset. This was used for stocks and shares prior and works in a similar way with crypto. Not sure as to the long-term gains this will provide but the theory stacks up.
User Ratings
Fiserv Unified Wealth Platform (UWP)Shrimpy
Likelihood to Recommend
-
(0 ratings)
7.0
(0 ratings)
User Testimonials
Fiserv Unified Wealth Platform (UWP)Shrimpy
Likelihood to Recommend
No answers on this topic
Shrimpy is a good visual aid but it lacks some key features, such as a mobile app.
Verified User
Anonymous
Read full review
Pros
No answers on this topic
  • Connects accounts.
  • Automate trading however i don't use this currently.
  • Copy trades etc.
Verified User
Anonymous
Read full review
Cons
No answers on this topic
  • No financial security.
  • No mobile app (yet).
Verified User
Anonymous
Read full review
Alternatives Considered
No answers on this topic
Shrimpy is simpler to use, and the portfolio rebalancing to adjust to market movements is its best asset. This was used for stocks and shares prior and works in a similar way with crypto. Not sure as to the long-term gains this will provide but the theory stacks up.
Verified User
Anonymous
Read full review
Return on Investment
No answers on this topic
  • Crypto has taken a hit so ROI is negative at the moment but it will go back up.
Verified User
Anonymous
Read full review
ScreenShots