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The new bells and whistles underscore the vendor’s continued push for a single, integrated platform.
In a bid to bolster its single platform, integrated approach to wealth management, Fiserv, a financial services IT solutions vendor, has added advisor portfolio management and trading technology support to its Unified Wealth Platform, a hosted, application service provider (ASP) offering. The Unified Wealth Platform combines portfolio management, trading, accounting and reporting for managed accounts,...
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