Fiserv Wealth Management Network

Helps us make new payments and also refunds for the clients and projects. This product helps us load bankruptcies and send files to attorneys. They host all of these services in offsite datacenters that we have direct circuit connections to. Handle the back end for all of our account transactions, opening new accounts, transfers, etc.

They offer almost every single thing a financial institution would need for their core business allows you to save quite a bit of money by bundling everything together. Fiserv has greatly increased the speed in which they roll out new banking product. From a banking software platform, they are the best in the business.

The main way we use Fiserv Wealth Management Network is by leveraging their Asset Manager Connect product which is bundled with their messaging services and data services. This allows us the benefits of having a single pane for interacting with different account partners including real time data entry, consolidated reporting across managed partners and the capability to broadcast unified account specific communications across those engagements.

Fiserv Wealth Management Network is well suited in scenarios where an organization has multiple financial services providers and would like the benefit of tying that all together and managing it from a single, unified solution. The benefit there is increased efficiency and productivity, especially when compared to the manual alternative of having managers log in to separate sponsor platforms.