Fiserv Enhances the Financial Planning Experience for Advisors and the Home Office


Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, is enabling financial advisors to operate more efficiently and better collaborate with clients to identify and achieve their investment goals. The company’s new offering includes a flexible and interactive financial planning tool that integrates with home office systems, streamlining manual processes so advisors can spend more time focusing on clients.

Financial planning technologies often lack integration to other systems, which means advisors must extract and cull data from inside and outside their organization to create a complete picture of their clients’ financial standing. Manually pulling data from internal and external systems is a challenge faced by more than 60 percent of advisors, according to the U.S. Advisor Metrics 2017: The Next Generation of Planning report from Cerulli Associates, a global research and consulting firm that follows asset management trends.

The financial planning technology from Fiserv bridges this gap, allowing advisors to seamlessly initiate financial plans, generate proposals, and easily open and monitor accounts without having to toggle between systems or re-enter data for service requests or trading. Investment proposals can be quickly generated and accounts can be opened and electronically signed–either remotely or in the office. Advisors can discuss plans and illustrate changes with clients in real-time, enabling them to immediately see the impact and adjust plans accordingly.

“Consumers today are looking for help managing their finances, and advisors expect interactive and easy-to-use tools that allow them to attract clients and better manage their book of business,” said Cheryl Nash, president, Investment Services, Fiserv. “We’re committed to providing firms and advisors with technology that empowers them to focus on building relationships and helping clients reach their financial goals.”

In a world that is moving faster than ever before, Fiserv helps clients deliver solutions that are in step with the way people live and work today – financial services at the speed of life. Learn more at


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