Fiserv Investment Services

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10 Exchange Place, 23rd Floor
Jersey City, NJ 07302-3918
About Fiserv Investment Services
  • Celebrating over 25 years of partnership and service to the managed solutions industry, Fiserv Investment Services designs technology to drive operational efficiencies and revenue for our clients. Fiserv is making it easier for our clients to manage the many areas of their business on our single, Unified Wealth Platform, which integrates front-, middle- and back-office technology to seamlessly support the entire advisory process. From our experience as the industry leader in managed accounts, Fiserv has now developed a product-agnostic platform on which all programs (MFA, SMA and UMA) can be managed. Institutional Solutions from Fiserv include Advantage Fee, providing global financial institutions best-in-industry automated fee billing and revenue management. Never standing still, continuing to enhance and converge technology, always growing to offer strength, stability and unsurpassed network connectivity for our clients—our solutions remain the industry standard.
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