Boost business performance, strengthen client relationships and gain efficiency throughout the entire investment process.
Powerful portfolio management software for better performance and stronger relationships
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.
More products for you
Upgrade to a trust accounting platform that allows you to contend with changing regulations, cost pressures and complex IT structures in a more cost-effective way.
Unity Wealth Platform
Upgrade to a seamless user experience that delivers a 360-degree view of household accounts for the advisor and client and supports more collaborative engagements.
FIS Wealth as a Service
Running your business is not the same as growing it, but we can bring you a nimble operating model that lets you turn your attention back to your future goals.