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Portfolio Management

Portfolio Management
Client Statement Solution

Offer your trust and investment clients easy-to-read portfolio information through graphical statements from FIS. With more than two dozen formats, TrustReport delivers the visual impact and personalization options that help you compete for discerning clients.

Integrated Portfolio Management System
Gain real-time access to trust data - financial, synoptic, and investment - to better manage your client portfolios. InvestDesk™ is one of the industry's only fully integrated real-time portfolio management system, offering portfolio managers sophisticated modeling, trading, and allocation management tools. It's your key to promoting consultative client management while allowing higher account-to-manager ratios.

Online Client Account Access and Trading
Easy to use and easy to navigate, FIS Portfolio online delivers the information and online investment access your clients seek to manage their assets. FIS Portfolio online adapts to each client's individual needs, offering self-directed investors, third-party investment managers, and traditional trust customers a multi-faceted approach to online, real-time, sophisticated account access.

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