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Capital Wealth Planning selects Fiserv for integrated portfolio accounting and trading solutions


Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Capital Wealth Planning, a fee-only SEC registered investment advisor (RIA), has selected Fiserv to provide a portfolio accounting and trading platform that can interface with Unified Managed Account (UMA) model delivery platforms.

To meet these objectives, Capital Wealth Planning will utilise Unified Wealth Platform from Fiserv for portfolio accounting and trading, and Wealth Management Network from Fiserv for broader and faster industry connectivity.
“We chose Fiserv to help us achieve greater productivity and efficiency in our investment management process,” says Kevin G Simpson, president and founder of Capital Wealth Planning, LLC. “The scalability, ease of use, and flexibility of the Fiserv platform will help us develop our technology, execute our investment strategies and better serve our clients. In choosing Fiserv, we are confident we made the right decision to grow our business.”
The Unified Wealth Platform will allow Capital Wealth Planning to support every part of the investment process with more efficient trading and reconciliation, as well as tools for active portfolio management across multiple managed-account programs and security types, including equities, fixed income, exchange-traded funds and options.
Unified Wealth Platform from Fiserv provides technology automation across the entire wealth management process, including financial planning, retirement-income analysis, portfolio management, trading, accounting, portfolio performance and reporting.
Capital Wealth Planning will also benefit from broader industry connectivity with Wealth Management Network, the premier digital destination for the wealth management industry. Wealth Management Network facilitates real-time connectivity between all major market participants: asset managers, broker-dealers, banks, aggregators and market utilities, as well as advisors, investors and third-party partners, helping to create a digital wealth management ecosystem.
“An expanding firm like Capital Wealth Planning needs a technology platform that can grow as they grow, and that provides an excellent user experience for both advisors and investors,” says Cheryl Nash, president, Investment Services, Fiserv. “By selecting technology that fits how people live and work today, and emphasising digital connectivity, firms can stay ahead of changing investor expectations and industry demands.”

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