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Trust Operations Outsourcing

To provide you the most complete trust solutions, FIS works in conjunction with BMO Harris Bank N.A. (formerly M&I Trust Company), which has been offering trust services to high-net-worth individuals and families, institutions, foundations, and endowments since 1924. As a full-service trust company, this highly qualified staff of professionals understands what it takes to deliver reliable and accurate trust operations.

FIS is one of the most respected names in the trust industry and has been providing outsourcing solutions to trust companies and bank trust departments since 1994. Our management team of professionals averages 26 years in the industry, resulting in significantly high levels of processing accuracy and a perspective on your business that can only come from hands-on experience. With FIS, you’ll experience an integrated, streamlined and easy-to-use trust solution with the scope and scalability to address your wealth management needs.

Technology you can count on is at the heart of our outsourcing solution. Reliable, scalable and flexible, our wealth management services include a depth of resources that meet your needs. Together, we customize this suite of outsourcing solutions to fit your business model so you can better serve your customers.

The TrustDesk system forms the technology base for the core processing solution and is delivered in a shared services ASP environment. It is a front and middle office workstation with real-time, browser-based access. Key components of the TrustDesk platform include the following:

  • MyTrustDesk
    A user-centric set of role-based portals for the TrustDesk workstation
     
  • InvestDesk®
    Real-time, fully integrated portfolio management
     
  • PortfolioMARC
    The PortfolioMARC™ solution is a combination of FIS™ TrustDesk® software and a partnership with InvestEdge® that addresses the sophisticated business requirements of investment firms. This solution helps investment professionals to effectively assess, manage, report and consult on high-net-worth (HNW) and ultra-high-net-worth (UHNW) portfolios, providing easy-to-use tools that simplify daily tasks and streamline access to account information
     
  • RM Point
    A Web-based platform for relationship managers at our client locations to access information in TrustDesk. The idea is for them to be able to complete critical daily tasks while they are out of the office as well as be able to access real-time information when they are with clients enabling them to answer questions on the spot
     
  • Client Point®
    The new Wealth Management Solutions Internet-based access tool for end clients offering advanced features, sophisticated institution-level branding and fluid, easy-to-use navigation techniques. Includes customer access as well as portfolio analytic information, transaction activity, account-specific documents and improved trading workflows
     
  • TrustReport
    Graphical customer statements available in multiple formats
     
  • TrustExchange 
    A comprehensive suite of automated interfaces with established third-party solution providers
     
  • Retirement Distribution Management System/RDMSWeb
    A fully integrated pension payment processing and tracking system for participants and plan sponsors
     
  • Annual Review Suite 
    A fully automated utility that facilitates creation and completion of regulatory annual investment and administrative reviews
     
  • ReturnTrack®
    A fully integrated performance measurement system that meets AIMR-PPS/GIPS, providing daily performance calculations, composite reporting and customized benchmarks
     
  • Personal Cash Management (PCM)
    A Web-based complete financial services account
     
  • Trust Operations Outsourcing
    A complete back-office operations solution offered in partnership with BMO Global Asset Management
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