Boost business performance, strengthen client relationships and gain efficiency throughout the entire investment process

Streamline the movement of data – Investor’sView

Download product sheet

Powerful portfolio management software for better performance and stronger relationships

FIS® portfolio management software handles real-time portfolio management, regulatory compliance and performance reporting, then takes it one step further with automated trade order management and trade compliance.

Deployed as an SaaS-based solution, the FIS portfolio management tool empowers investment professionals, asset managers and fund administrators to integrate their core platform quickly and cost-effectively with other solutions as needed to support new investment strategies.

About

Enhance trade management and execution

Maintain policy control, investment statements and performance data with trade monitoring, alerts and reporting.

Manage portfolios anywhere, anytime

Our easy-to-use browser-based software lets you manage portfolios in real time and on your own terms.

Gain real-time investment insight

Facilitate the movement of real-time data with increased speed and accuracy through the entire investment process.

Connect with sales Load more Load less

Explore all the financial technology products FIS has to offer

View all products

Let’s keep our conversation going

Connect with an expert to get your questions answered.

Explore the full range of products that FIS has to offer.

View all products

Stay ahead with expert insights into emerging fintech trends.

Go to insights