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600 Colonial Center Pkwy
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Telephone

617-217-2816

Contact

Melanie Cousins
[email protected]
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AdvisorVision from Fiserv Awarded Best-in-Class Recognition in Financial Planning Technology

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that CEB TowerGroup, a research and advisory services firm, has ranked AdvisorVision(TM) best-in-class in its recent Financial Planning Technology Vendor Landscape Report. AdvisorVision was named top of the line for client engagement, advisor experience, advisory tools and enterprise support.

CEB TowerGroup rated top performers on its proprietary five point rating score based on 24 attributes that define "best-in-class" financial planning technology. AdvisorVision was recognized for its configurability at the enterprise and advisor level, vendor integration and multitude of client-engaging tools.

"As financial service executives evaluate new IT products to support their business needs, many are overwhelmed by the volume of technologies available," said Aaron Kissel, executive director, CEB TowerGroup. "CEB TowerGroup is the only advisory group qualified to evaluate such a broad range of financial services technology tools and to help financial institutions navigate the increasingly complex landscape."

"This represents another important milestone in the Fiserv strategy to converge technologies, which includes integration of front-, middle- and back-office technology and data aggregation to deliver Unified Managed Household (UMH) capabilities," said Cheryl Nash, president, Investment Services, Fiserv. "Additionally, the valuable feedback from this report and other financial research firms will help Fiserv continue to enhance our front-office technology offering, particularly focusing on comprehensive cash flow, tax and estate planning."