Acquire, manage and grow investment assets with modern wealth solutions.Drive value for investors and position yourself for growth with scalable, innovative wealth management solutions.
Connect with salesGenerative AI is here to stay
Uncover how wealth managers can use AI tools to create personalized offerings, automate report generation and accelerate decision-making processes.
Read white paperTransform how you connect with your clients
Client expectations are constantly changing and becoming more complex. You urgently need ways to keep up with shifting demands without pushing your processes and staff beyond their limits. The key is a transformative digital strategy.
Read white paperAchieve success in an ultra-competitive market
Learn how we help wealth managers focus on their strategic goals, attract the next generation of investors and grow their business.
"Today’s disruptions will define the wealth industry for the rest of the decade. Your growth potential – and success – will be determined by how you respond."
- Melissa Cullen, global head of Strategy, Wealth and Retirement, FIS
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Take control of your future
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.
Product detailsService your high-net-worth investors better
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.
Product detailsWork together, succeed together
Manage portfolios anywhere, anytime to amp your performance and move real-time data quickly and accurately throughout the entire investment process.
Product detailsFind the balance between efficiency and cost
Address regulatory change, cost pressures and IT complexity with our comprehensive but flexible trust accounting platforms.
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Educational series
Take your first steps in adopting embedded finance by exploring our Simply Fintech educational series, where you’ll learn all the basics.
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