Wealth Management and Trust
Superior Wealth Management, Trust and Retirement Plan Solutions
According to the CFA Institute, a nonprofit organization of worldwide investment professionals, there are 13.7 million high net worth individuals globally, with the U.S. holding $52.6 trillion in the world’s wealth. FIS offers the technology and expertise that enable you to serve the wealthy, emerging affluent and commercial markets.
- Attract and retain high net worth customers with sophisticated products and superior service.
- Deliver the flexibility and responsiveness that affluent clients demand.
- Offer customers superior management by seasoned professionals, protecting and growing wealth with the integrity and fiduciary care of an institutional trust company.
Wealth Outsourcing Solutions
A Comprehensive Wealth, Investment and Retiring Outsourcing Solution
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 from scratch is fraught with regulatory risks and unfamiliar fiduciary duties. FIS™’ trust, investment and retirement outsourcing solutions empower you to offer these services on a private-label basis. .
- Attract and serve the wealthy, emerging affluent and commercial markets with flexible trust and investment solutions.
- Compete more aggressively in the wealth management space with or without a trust charter, enhancing your role as a trusted advisor.
- Lower risk and increase profitability while focusing on your institution’s core competencies.
- Benefit from a wide array of institutional-quality investment solutions robust enough to meet the needs and preferences of today’s clients.
FIS delivers these capabilities through TrustDesk®, its custody and fiduciary management platform, its subsidiary Reliance Trust Company and its advanced wealth management platform, PortfolioMARC™. Services available on an outsourced basis.
Retirement Trust, Wealth Outsourcing, Personal Trust and Investment Management Services
At Reliance Trust Company, an FIS™ company, we recognize the importance of building client trust based on our business practices, competing on value as opposed to cost. For 35 years, we have provided unbiased, independent financial advice to businesses, individuals and leading financial institutions, including:
- Trustee and custodial services for retirement plans
- ERISA fiduciary services
- Investment management services
- Professionally managed and subadvised collective investment funds
- Wealth outsourcing
- Personal trust services
Services available on an outsourced basis.