Fiserv is integrating portfolio company Vestwell into its Unified Wealth Platform, which will enable advisors to access all their retirement planning tools on a single platform.
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Fiserv Adds Digital Retirement Planning Solution to its Wealth Management Network in Partnership with Vestwell
“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.” 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.
