Fiserv Inc. said it is improving its wealth management offerings through a partnership with LifeYield LLC.
Fiserv, of Brookfield, Wis., said that the pact would allow Fiserv's Unified Wealth Management platform to present an aggregated view of taxable, tax-advantaged and nontaxable accounts.
The partnership brings Fiserv "one step closer to providing the industry's first true unified managed household solution," Cheryl Nash, Fiserv's senior vice president of strategic marketing and product development for investment services, said in a press release Monday.
