FIS WEALTH AS A SERVICE
Focus on the big picture and take control of your future with comprehensive wealth management technology and services.
A unique combination of services, technology and industry expertise
Adapt to client expectations
Rapidly add tools and services, integrate new partners and create compelling connections.
Grow your business when and how you want
Migrate to a flexible, scalable model that puts you in control of your future.
Focus on what’s important
Remove the burden of risk, regulation, compliance and operations.
Outsourcing intelligence for financial institutions
This WealthBriefing research takes a deeper dive into attitudes toward outsourcing and BPO, activities being outsourced and what the challenges might be.Download white paper
BPaaS: From a cost play to a growth strategy
Increase your agility and scalability with wealth management outsourcing via business process as a service.Read blog
Three steps to new growth for wealth managers
You’re focusing on growth, but so is everyone else. Based on the latest FIS Readiness Report, here’s how to help your firm rise above the rest.Download report
Six reasons why digital is critical to customer satisfaction
By taking full advantage of digital capabilities, you’ll keep up with growing client requirements without pushing processes and staff beyond their limits.See trends
More products for you
FIS Securities Processing Suite
Improve your cost structures, optimize your operations, reduce cost and risk, and increase your competitiveness by responding quickly to new customer demands.
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.
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 www.platformsecurities.com.