Fiserv Unified Wealth Platform (UWP)Pricing
Fiserv Unified Wealth Platform (UWP) Pricing Overview
What is Fiserv Unified Wealth Platform (UWP)?
Fiserv offers their Unified Wealth Management technology solution, providing a multi-vehicle and multi-asset class portfolio accounting system with related trading, tax management and rebalancing tools for all fee-based advisory programs, goals-based financial and investment advisory tools, as well…
Offerings
- Does not haveFree Trial
- Does not haveFree/Freemium Version
- Does not havePremium Consulting/Integration Services
Entry-level set up fee?
- No setup fee
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Fiserv Unified Wealth Platform (UWP) Alternatives Pricing
The following is a quick overview of editions offered by other software in similar categories
Shrimpy
What is Shrimpy?
Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.
Blackthorn Payments
What is Blackthorn Payments?
Blackthorn provides event management and payment processing apps for Salesforce users.
RightCapital
What is RightCapital?
According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.