Case Study T op Financial Services Company Elevates Advisor Experience A mid-sized independent broker-dealer with over 3,500 investment advisor representatives replaced a turnkey asset management program (TAMP) with Unified Wealth Platform from Fiserv, enabling the firm to streamline client onboarding, expand its product offering and deliver a compelling set of tools to its advisors. Over 3,500 investment advisor representatives were using a TAMP to provide investment recommendations to middle-income households. While this technology allowed the company to outsource its back office functions and launch a cost-effective investment offering, user frustration with the limitations of the TAMP platform increased as the broker-dealer’s investment needs grew. Seeking to meet

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