Crowell, Weedon will automate its existing processes by using Fiserv solutions which will also provide better efficiencies to the front- middle- and back office.
Fiserv said that Portfolio Management & Trading Solutions enable fee-based program sponsors and investment professionals to manage all of their products using a single ASP-based solution.
The broker dealer will use Fiserv technology through OneView from Fiserv, a roles-based interface that will allow users to efficiently navigate the platform while offering better service to their investors.
Crowell, Weedon advisors will grow their business by using Financial Advisor Workbench which offers a suite of portfolio accounting tools for fee-based assets.
Crowell, Weedon managing partner Andrew Crowell said that the company is very optimistic about its partnership with Fiserv and believe that the technology of the Portfolio Management & Trading Solutions and Financial Advisor Workbench will give it a leg up for the next wave of growth in its business.
