Trust Operations Outsourcing

Trust Operations Outsourcing
Take care of your clients while we take care of back-office functions

To provide you the most complete trust solutions, FIS works in conjunction with Marshall & Ilsley Trust Company N.A., a subsidiary of Marshall & Ilsley Corporation, 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. These solutions include:

TrustDesk®, a comprehensive wealth management platform with full integration of front, middle, and back-office functions. The intuitive browser-based screen navigation supports your front office with business building tools and unique, end-to-end, straight-through processing.

FIS Portfolio online, a Web-based, 24/7 complete customer experience tool with statements, portfolios, transactions and configurable reports and views for both your clients and third-party relationships, such as outside money managers, custodians, and investment platform providers.

• InvestDesk®, an integrated, real-time portfolio management and reporting tool for equity, fixed income, mutual fund, and CTF support with full compliance monitoring and modeling. InvestDesk reduces investment risk and lowers costs through a single, shared database application.
• Annual Review Suite, streamlining your Administrative and Reg. 9 compliance review process through electronic routing, approval, and online storage and retrieval.
• ReturnTrack®, providing daily performance calculations and a customized account-based reporting module. ReturnTrack is fully integrated with TrustDesk and meets GIPS-PPS standards.
• TrustReport™, allowing you to provide your clients with more than 35 statement formats with a modern graphical appearance, simplified presentation of information, and printed or electronic viewing.