Horizon to implement Fiserv Unified Wealth platform

Source: Fiserv

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Horizon Investments, Inc., a leading provider of modern goals-based investment management based in Charlotte, North Carolina, is helping financial advisors better serve their clients with superior investment operation support enabled by Fiserv technology.

“Our mission is to provide goals-based investment management strategies that empower the financial advisors we partner with to help their clients achieve their most important financial objectives throughout life,” said Robbie Cannon, chief executive officer of Horizon Investments. “The use of Fiserv technology will help us further this mission by allowing us to automate portfolio management, trading and rebalancing processes so we can operate more efficiently and scale as we grow.”

Horizon will utilize Unified Wealth Platform from Fiserv for its core portfolio management, trading and rebalancing, allowing advisors to better execute on goals-based strategies. Unified Wealth Platform will allow Horizon to support the investment process with tools for active portfolio management across multiple managed account programs and security types, including stocks, bonds, exchange-traded funds and options.

“Technology can play a significant role in helping investors achieve their life goals,” said Cheryl Nash, president, Investment Services, Fiserv. “Leveraging a technology platform that provides automation across the entire wealth management lifecycle will enable Horizon to provide an exceptional user experience to financial advisors and their clients.”

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