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Wealth Management Solutions

Offer Wealth Management Solutions to Your Clients

Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions

Give your clients anytime access to their account information, plus sophisticated, easy-to-use tools to manage their assets. Integrated trust technology from FIS positions you to nurture and grow your client relationships.

Trust Accounting

Start with a trust organization built on a solid trust accounting system. Our integrated trust and investment accounting solutions delivers the flexibility and responsiveness your affluent and high-net-worth clients demand. FIS’ product suite provides straight-through processing and includes:

  • Cash Sweep Services
  • Trust Account Processing
  • Consulting and Professional Services
  • Automated Annual Review Suite
  • Client Statement Solution
  • Integrated Portfolio Management System
  • Integrated Performance Measurement System
  • Online Client Account Access and Trading
  • Trust Operations Outsourcing

Learn more about FIS Wealth Management
You can attract and retain wealthy, emerging affluent and commercial customers through sophisticated products and superior service.

For more information on FIS’ trust and investment products and services, call 800.822.6758.