Fiserv Adds Digital Retirement Planning Solution To Its Wealth Management Network In Partnership With Vestwell

Published:

Sep 13, 2017


Source:

Vestwell Media

Published:

Sep 13, 2017


Source:

Vestwell Media


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July 10, 2017 – Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that it is integrating digital retirement platform Vestwell into its Unified Wealth Platform. This will enable financial advisors to access retirement planning and wealth management tools on a single platform, improving efficiency and facilitating a better experience for advisors and their clients.

Vestwell will also join the Wealth Management Network from Fiserv, which connects participants across the managed accounts industry.

Through the partnership, Fiserv and Vestwell are providing single access point convenience and low-cost, high-value automation, allowing advisors to open a 401(k) that sits alongside their clients’ other accounts that are managed either directly or through a third-party.

Technology is fueling an industry movement towards holistic planning by helping advisors incorporate retirement planning services that extend beyond the reaches of wealth management.

Aaron Schumm, Founder and CEO - Vestwell


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