Fiserv Launches Model Management Module for Investment Managers

Part of Fiserv's Unified Wealth platform, the Model Management module provides investments managers with years' worth of rolling data, giving them insight on the use of their models-only portfolios by participating broker-dealer sponsor firms.

"This technology gives investment manager clients access to key metrics about the use, penetration, and movement of their portfolios," says Cheryl Nash, president of the investment services at Fiserv. "With the largest lineup of models-only sponsors in the industry, this data enables managers to measure their models' penetration in a particular region or financial advisor, allowing them to measure their performance relative to competitors."