Part of Unified Wealth Platform, Model Management: Reporting provides investment managers with data about use of their models-only portfolios by participating broker-dealer sponsor firms. Reports include assets under management, weekly and monthly asset flows, and information about financial advisors using models, as provided by sponsor firm. In addition, optimized login process provides single sign-on access to middle-office component of Fiserv platform.
This story is related to the following:Asset Management Software |