FIS Investor Portal

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Investment Management Software for On-demand Access to Real-time Content and Trading

FIS® Investor Portal provides investment management software that gives your clients on-demand access to real-time balances, positions, industry-leading content and trading capabilities – all within a customizable user experience. They can easily organize data, prioritize what’s most important to them and take action.

From portfolio-level balances, position and tax lot detail to research, your customers get all of the information they need to make the best decisions.

Investor Portal is designed and tested by our own experts working closely with major market players, so you can provide a proven offering that’s also flexible and competitive.

How FIS Empowers Your Consumers

Discover an investment management platform that delivers a content-rich consumer experience

Create a Relevant and Personal Experience

Effectively engage, retain and serve your investors with convenient access to information and tools

Provide Meaningful and Actionable Content

Deliver relevant and usable content with the mobility and flexibility your customers expect

Empower Your Investment Professionals

Enable your investment professionals to customize their services without requiring your IT team’s time

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Enjoy a competitive advantage with industry insights and leading perspectives delivered to you as you wake up.