Fiserv Inc. is rolling out investment account management services that it says will allow its clients' retail investors to bring in third-party accounts from other management services and expand the ability to view their overall performance.
The Brookfield, Wis., banking technology vendor on Wednesday said that the changes will allow managed account programs to be integrated in the company's Unified Management Account Platform.
The move is Fiserv's latest effort to expand its investment services capabilities after acquiring AdviceAmerica Inc., a provider of front-office wealth management software, in June.
Fiserv is rebranding that company's products as Financial Advice Solutions and combining AdviceAmerica's front-office technology with its existing back-office systems.
