Home Products Wealth Management Solutions Investor Management  

Investor Management

Investor Management
Wealthware Investor Management empowers advisors to provide superior customer service, with everything they need to manage and grow investor assets. This comprehensive tool set delivers critical client and account information seamlessly to the advisors’ desktops or wireless devices – anywhere, anytime.

The applications available in the Wealthware Investor Management module include FIS Account Inquiry, FIS Accounts and FIS Broker To Go. These applications can be implemented separately or as the complete module and integrate with other Wealthware applications for a truly customized and seamless wealth management solution.

Grow Assets under Administration
Bring in more business by developing strong client relationships at the key asset-growth stage. Wealthware Investor Management applications automate time-consuming account management tasks and provide advisors with an immediate and comprehensive view of client holdings. With an improved understanding of client assets and goals, advisors can segment the client base and tailor products, services and communications accordingly.

Attract and Retain Advisors
Attract and retain top advisors with leading-edge support and collaboration tools to assist them in making sound investment decisions and delivering exceptional service to clients. Critical information is immediately made available, enabling advisors to be responsive to client queries or market changes at any time.

Holistic Client View
Wealthware Investor Management offers a single, client-centric perspective across the enterprise by consolidating and loading client data from multiple sources. Data is transformed into flexible, meaningful information.

Improve Customer Service
Proactively service investors and avoid risk by immediately acting on advice, market conditions or alert notifications.

Related Events