PORTFOLIO MANAGEMENT
Boost business performance, strengthen client relationships and gain efficiency throughout the entire investment process.
Streamline the movement of data – Investor’sView
Download product sheetPowerful 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.
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.
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