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Even in a healthy financial market, it's tough to optimize investment management, maximize fee revenue, introduce new products and satisfy regulatory requirements. Now those challenges are compounded even more in the midst of industry chaos.
Fiserv is your answer. Our industry-leading Portfolio Management Solutions boost efficiencies in your accounting, reporting and performance analysis. We support the full range of transaction and instrument types with comprehensive offerings designed specifically for your world.
Complete global processing Manage or administer your traditional securities or alternative assets with our proven solutions for unified managed accounts, global portfolios, mutual fund advisory programs, rep as portfolio manager programs, and tax-aware investing.
Reliable, scalable & customizable Powerful Portfolio Management Solutions from Fiserv deliver unrivaled connectivity, proven scalability and robust functionality. Sophisticated and highly configurable, our solutions allow you the agility to take advantage new opportunities and successfully conquer challenges.
Our solutions support:
- GIPS® compliance
- Multi-currency trading
- Tax-sensitive trading
- Reporting
- Process automation and increased data integrity
- Successful overlay management
- Automated asset allocation and rebalancing
- Mitigation of risk exposure
- High-volume performance calculation
- Versatile fee billing and revenue management
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