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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Fiserv Wealth Management Network

    Score8 out of 10
    N/AThe Wealth Management Network from Fiserv is an expansive networks of managed account data and connectivity. It brings together asset managers and sponsors to perform all necessary business functions to support the industry. The Network includes messaging services, information exchange, and managed account data services.N/A
    Pricing
    Fiserv Wealth Management Network
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Fiserv Wealth Management Network
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Fiserv Wealth Management Network
    Considered Both Products
    Fiserv
    Chose Fiserv Wealth Management Network
    Far superior in my opinion. More features, easier to navigate and superior customer service.
    Incentivized
    Chose Fiserv Wealth Management Network
    I can't name any other competitors that we considered because I have signed multiple NDAs that prohibit me from doing so.

    I can say that the decision to go with Fiserv WMN was in large part because we have other Fiserv Products and as a result, we already have a strong …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    User Ratings
    Fiserv Wealth Management Network
    Likelihood to Recommend
    8.0
    (2 ratings)
    User Testimonials
    Fiserv Wealth Management Network
    Likelihood to Recommend
    Fiserv
    Fiserv Wealth Management Network is well suited in scenarios where an organization has multiple financial services providers and would like the benefit of tying that all together and managing it from a single, unified solution. The benefit there is increased efficiency and productivity, especially when compared to the manual alternative of having managers log in to separate sponsor platforms.
    Incentivized
    Read full review
    Pros
    Fiserv
    • R&D is fantastic as they have the resources
    • Online resources to help figure things out
    • Easy to navigate
    Incentivized
    Read full review
    Cons
    Fiserv
    • Cost ... it's definitely not the cheapest option out there. the way pricing is itemized and a separate upcharge for each add-on gets annoying. They can probably bundle things a little better and offer a discount on the bundled products
    • the volume of system updates and changes is nauseating at times and we have to prepare and test accordingly every time there is a scheduled update. that takes up a lot of resources; quarterly updates to products would be much easier.
    • more responsive support and ideally more stable support engineers ... it seems like turnover is high in their support roles and that impacts customer success and MTTR.
    Incentivized
    Read full review
    Alternatives Considered
    Fiserv
    Far superior in my opinion. More features, easier to navigate and superior customer service
    Incentivized
    Read full review
    Return on Investment
    Fiserv
    • Speed of service is greatly improved across partners. I believe our MTTR for service requests has improved by 30-40%
    • Standardized platform for our staff which translates to better retention and a lower training effort.
    • Cost is the negative impact ... it goes without saying that using Fiserv is much more expensive to the manual alternative which is very human resource intensive but low cost. But that's to be expected ...we're just trading time for money.
    Incentivized
    Read full review
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