List of Fiserv Unified Wealth Platform Customers
Brookfield, 53045, WI,
United States
Since 2010, our global team of researchers has been studying Fiserv Unified Wealth Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fiserv Unified Wealth Platform for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fiserv Unified Wealth Platform for Asset and Wealth Management include: Charles Schwab, a United States based Banking and Financial Services organisation with 33000 employees and revenues of $20.73 billion, Stifel Financial, a United States based Banking and Financial Services organisation with 8892 employees and revenues of $4.33 billion, Lord, Abbett & Co. LLC, a United States based Banking and Financial Services organisation with 1200 employees and revenues of $196.0 million, Geneos Wealth Management, a United States based Banking and Financial Services organisation with 27 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Fiserv Unified Wealth Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fiserv Unified Wealth Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Charles Schwab | Banking and Financial Services | 33000 | $20.7B | United States | Fiserv | Fiserv Unified Wealth Platform | Asset and Wealth Management | 2015 | n/a |
In 2015 Charles Schwab extended its agreement with Fiserv to continue using the Fiserv Unified Wealth Platform. The Fiserv Unified Wealth Platform, an Asset and Wealth Management application, was deployed to support Schwab’s separately managed account SMA and managed fee account MFA programs across the United States, under a finance focused arrangement intended to provide scale and operational stability for managed accounts.
The deployment concentrated on portfolio management, portfolio accounting, trade management and model portfolio capabilities within Fiserv Unified Wealth Platform to standardize managed account workflows. Functional configuration emphasized model orchestration, accounting ledger consolidation and trade lifecycle processing consistent with Asset and Wealth Management operational practices, positioning the platform as the central system of record for SMA and MFA portfolio models and accounting data.
Operational coverage extended across Schwab’s managed account programs in the United States, with Fiserv reporting support for over 190,000 Schwab accounts and approximately $42 billion in assets under management at the time. The implementation supported finance, operations and trading functions within Schwab’s managed account business and focused on platform scalability and account level operational support.
Governance was structured as a finance focused agreement that centralized managed account processing under the Fiserv Unified Wealth Platform, aligning model portfolio delivery and accounting controls with Schwab’s managed account operating model. Fiserv publicly reported that the arrangement supported scale and stability for Schwab’s managed accounts, with the vendor citing the account and AUM support figures as part of the engagement details.
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Geneos Wealth Management | Banking and Financial Services | 27 | $3M | United States | Fiserv | Fiserv Unified Wealth Platform | Asset and Wealth Management | 2014 | n/a |
In 2014, Geneos Wealth Management implemented Fiserv Unified Wealth Platform, a solution in the Asset and Wealth Management category. The deployment was configured to run its model portfolio business covering unified managed accounts UMA, separately managed accounts SMA, and managed fee accounts MFA in the United States. The implementation scope emphasized finance and investment operations to support portfolio lifecycle workflows and model portfolio servicing.
Geneos used Fiserv Unified Wealth Platform modules for portfolio management, trading, and performance reporting, with configuration to support model portfolio construction, order generation and post-trade processing. The implementation delivered straight-through processing, and more efficient trading and reconciliation across investment operations. Operational governance focused on process automation and trade reconciliation workflows to scale model portfolio administration.
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Lord, Abbett & Co. LLC | Banking and Financial Services | 1200 | $196M | United States | Fiserv | Fiserv Unified Wealth Platform | Asset and Wealth Management | 2002 | n/a |
In 2002, Lord, Abbett & Co. LLC renewed and expanded its use of Fiserv Unified Wealth Platform for Asset and Wealth Management in a finance focused deployment across the United States. The renewal increased the platform remit for managed account capabilities and emphasized portfolio trading, accounting and model management within the firm’s asset management operations.
The Fiserv Unified Wealth Platform implementation included managed account portfolio trading workflows, integrated accounting ledgers and centralized model management, aligning trading, allocation and model oversight with operational controls. Configuration and automation efforts targeted account level data entry reduction and the application of models to client accounts to support front office trade execution and middle office compliance processes.
Lord Abbett added Fiserv Messaging Services to provide real time data messaging between trading and accounting functions, enabling event driven updates and reducing manual reconciliation. The deployment covered front, middle and back office business functions in the United States and explicitly reduced time spent on account data entry while improving operational efficiency across those offices.
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Banking and Financial Services | 8892 | $4.3B | United States | Fiserv | Fiserv Unified Wealth Platform | Asset and Wealth Management | 2017 | n/a |
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