Fiserv Integrates Retirement Income and Insurance Planning Tools to Enable Holistic and Personalized Goals-Based Advice
Summary
New tools and an enhanced user interface (UI) incorporated into Financial Advice Management from Fiserv, a suite of interactive, goals-based and comprehensive financial planning technologies, give advisors a powerful way to help clients reach their retirement goals through retirement income and insurance planning. This suite of planning tools and capabilities is available through APIs, allowing financial service providers to control the user experience. In a world that is moving faster than ever before, Fiserv helps clients deliver solutions that are in step with the way people live and work today – financial services at the speed of life. Fiserv, Inc. (NASDAQ: FISV) enables clients worldwide to create and deliver financial services experiences in step with the way people live and work today. Fiserv is a member of the FORTUNE® 500 and has been named among the FORTUNE Magazine World’s Most Admired Companies® for six consecutive years, recognized for strength of business model, people management, social responsibility and innovation leadership.
