Technology

Fiserv Integrates Vestwell Offering Into Its Wealth Platform

Tom Burroughes Group Editor July 13, 2017

Fiserv Integrates Vestwell Offering Into Its Wealth Platform

The fintech firm is integrating digital retirement platform Vestwell into its Unified Wealth Platform.

NASDAQ-listed fintech firm Fiserv is putting digital retirement platform Vestwell into its Unified Wealth Platform. The integration means financial advisors can make use of retirement planning and wealth management tools in one place, saving time and money for themselves and clients.

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

“Our partnership with Vestwell brings retirement planning and wealth management together, empowering financial advisors while expanding the offerings and enhancing the value they can bring to their clients,” said Cheryl Nash, president, Investment Services, Fiserv.

“The ability to offer a flexible, turnkey retirement platform provides advisors with a strong touchpoint and benefits peoples’ financial lives by reducing the time to investment and elevating the digital experience,” Cheryl Nash, president, investment services at Fiserv, said.

Vestwell Advisors is a SEC-registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, and it specializes in 401(k), 403(b) and other defined contribution and benefit retirement investment management services.

 

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