UNITY WEALTH MANAGEMENT PLATFORM
Deliver holistic wealth management service regardless of role or line of business.
Unity Wealth Platform: Product Sheet
Download PDFGrow Your Business With A Digitally Enabled, Data-Driven Wealth Management Software
FIS® Unity offers a seamless, omnichannel user experience to front and middle-office wealth providers, as well as high net worth and institutional investors.
It delivers a 360° view of household accounts for the wealth advisor and investor, supporting more personalized engagements.
The single platform, with strong data analytics and workflow, enables you to improve efficiencies and focus on value-added activities.
Deliver personalized, frictionless experiences
Create an immersive digital experience across user channels to attract and retain the next generation of investors.
Take a proactive approach to investors' needs
Through the power of technology and data, Unity delivers predictive analytics and business intelligence to keep you one step ahead.
Achieve new revenue growth
Unity helps you streamline workflows, reduce technology costs, increase cross-selling opportunities and win new accounts.
Customize For Your Wealth Management Needs
Access every category of APIs through Code Connect, so you can enhance any solution.
Go to Code Connect OverviewInsights
Discover the unity ecosystem
Powered by data, artificial intelligence, predictive analytics and API integrations, Unity delivers an end-to-end solution presented in a single view and accessible across multiple channels.
Download PDFUnity client insights
Data needs to be readily available to make informed wealth management decisions. Unity Client Insights provides a 360° view of clients’ households to help make those decisions.
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