Deliver better outcomes in wealth management

Adaptive | Flexible | Responsive

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Scale your wealth business without increasing operational complexity

FIS® Wealth as a Service enables you to grow your business, not just maintain it. Unlike traditional solutions, our modernized, agile wealth management technology combines comprehensive global outsourcing and asset servicing models – giving you direct control and flexibility tailored to your business needs.

Combining wealth management technology with deep industry expertise, the platform helps firms streamline operations and adapt to change with greater agility. Access to global investment markets and knowledge of local market nuances also improve efficiency and strengthen client delivery.

Next-generation wealth management

Transform your wealth operations by reducing risk and complexity through managed services while expanding capabilities and integrated partner ecosystems.

Drive connected experiences Enable business growth Reduce operational pressure

Drive connected experiences

Rapidly add tools and services, integrate new partners and extend capabilities to create more seamless, connected experiences across every interaction.

Enable business growth

Migrate to a flexible, scalable model that helps you move beyond operational complexity and focus on growth while maintaining greater control of your core business.

Reduce operational pressure

Minimize risk and regulatory pressure by transferring risk, regulation and compliance management to a managed service model, easing operational burden across your business.

Recognition that reflects impact

Recognized for innovation, operational excellence and service quality in wealth management, FIS has been awarded Best IT Transformation Systems at the 2025 Systems in the City Fintech Awards.

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Resources

PREBOT brochure

Simplify banking operations, reduce costs and enhance workforce efficiency while delivering faster, human-centric customer experiences through scalable, intelligent automation.

EPIC Workforce Optimization brochure

Transform workforce management with data-driven insights, proactive resource allocation and streamlined operations for improved efficiency and stronger team alignment.

EPIC bot control tower brochure

Centralize automation monitoring, gain real-time insights and unify human and bot workflows for improved efficiency, collaboration and measurable ROI.

Legal Disclaimer

Services offered within the United Kingdom are provided by Platform Securities LLP, a limited liability partnership, registered in England and Wales under No. OC301316. Authorized and regulated by the Financial Conduct Authority (FCA), (FCA firm reference number 214206). A member of the London Stock Exchange and an ISA plan manager. For more information, visit Platform Securities.

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