The Bold Tegra118 Formula: Re-Thinking Wealth Management in Serious Times
New York, NY, February 19, 2020 – Motive Partners, a specialist private equity firm focused on technology-enabled business and financial services companies, today announced the closing of its previously announced transaction with Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, under which Motive Partners has acquired a majority interest in the Investment Services business of Fiserv. Fiserv retained a 40% equity interest in the business.
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors
Advantage Fee version 8.5 includes advanced user experience and persona-based UI functionality, increased cloud compatibility, greater API integration, and new invoice automation workflow