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,… Read More >>
Schwab to Keep Using Fiserv’s Unified Wealth Platform
Fiserv, Inc., a Wisconsin-based provider of financial services technology, reports that Charles Schwab & Co., Inc. has signed a three-year extension for Fiserv’s unified wealth platform. San Francisco-based Schwab, an investment advisor since the early 1970’s, has been a Fiserv client for more than 14 years, Fiserv notes, utilizing the unified wealth platform “for portfolio… Read More >>
Chartwell to Use Vestmark Offerings
Vestmark, a Jersey City, N.J.-based purveyor of advisory solutions and wealth management technology, reports that Chartwell Investment Partners (CIP) is live on VestmarkONE, Vestmark’s unified management platform, to manage CIP’s separately managed accounts, and the Vestmark business process outsourcing (BPO) solution. Chartwell is a Berwyn, Pa.-based investment firm focused on institutional, sub-advisory, managed account and… Read More >>
