Manage Wealth and Retirement – Wealth Management

PERSONALIZED WEALTH MANAGEMENT SOLUTIONS

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Say goodbye to legacy infrastructure with modern retirement solutions. Accelerate growth and meet the needs of every plan type with our scalable and innovative retirement plan solutions.

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Put your data to work

The amount of data you have access to grows daily. As an industry, we still struggle to make good use of it. More is not always better. You need to have a plan to dissect information into usable pieces, ensuring the result set is clear, simple and actionable.

Organizations recognize that having a plan and making a direct investment is important.

The urgency is real. The challenge is formalizing the strategy and ensuring it evolves over time to becoming a data-led organization.

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Sustain success
in a changing
environment

Learn how we're helping wealth managers reinvent their business models and power growth.

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"Today’s disruptions will define the wealth industry for the rest of the decade. Your growth potential – and success – will be determined by how you respond."

- Melissa Cullen, global head of Strategy, Wealth and Retirement, FIS

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Solutions

Deliver better outcomes

FIS® Wealth Managed Solutions and Global Business Processing ServicesOur managed solutions and services help investment advisors, trust companies and other wealth management providers drive innovation and improve outcomes for clients.

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The simple way to meet sophisticated

FIS® Investment ManagementMeet the needs of sophisticated investors more easily with the choice of turnkey and fully outsourced investment solutions.

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Work together, succeed together

FIS® Portfolio ManagementOur powerful technology connects portfolio managers, financial planners and back-office users to key data in one aggregated platform.

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Find the balance between efficiency and cost

FIS® Trust AccountingAddress regulatory change, cost pressures and IT complexity with our comprehensive but flexible trust accounting platforms.

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