To drive new growth, firms require flexible and scalable wealth management solutions to extend and enhance their current wealth market offerings. Offering wealth management technology and support solutions that enhance transparency, collaboration and consistency, FIS™ helps firms stand out by providing a better customer experience to attract, grow and nurture customer relationships.
Developing investment strategies that match a customer’s appetite for risk is critical to overall portfolio success and firm growth. FIS™ offers AllocationMaster, an asset allocation software solution within the WealthStation advisor suite, to help firms gain critical customer data to effectively identify, analyze and propose customized asset allocation models for their customers.
Today’s savvy, on-the-go investor requires a financial planning experience that is simple yet dynamic. Offering a 360-degree financial view in an easy-to-understand format, WealthStation from FIS™ empowers advisors with financial planning software that helps them re-engage with existing customers, increase customer retention and acquire new customers to boost wallet share.
Creating and maintaining a high-quality, robust investment management platform to meet the unique needs of today’s sophisticated investor can be a time-consuming and costly endeavor. Through Reliance Trust, an FIS company, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment.
In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS™’ Investor’sView portfolio management software digitally connects portfolio managers, financial planners and back-office users to all the relationship, investment accounting and performance data in one aggregated platform to help manage investments.
Changing regulations, increased cost pressures and more complex IT structures are driving firms to implement more cost-effective, efficient operations solutions. Our comprehensive trust platforms empower firms with the flexibility to select the deployment option and solution suite that best meets their needs.
As the wealthy retire, the next 30 years will see the largest ever intergenerational wealth transfer. You can serve as trustee, but building a trust department is fraught with regulatory risks and complicated fiduciary responsibilities. FIS™ delivers hosted and in-house technology platforms that deliver trust, investment and retirement outsourcing solutions on a private-label basis.