Support any new trust accounting and asset management strategy
Future-ready wealth management technology
Download brochureTrust accounting solutions that upsize client features and downsize barriers for growth
FIS® Trust Accounting solutions have everything you’ve been waiting for: advanced automation, a wide range of transaction support, real-time processing, regulatory reporting and the scalability you need for tomorrow.
Enjoy the flexibility of choosing the right trust accounting software for you – one that ensures accurate data and recordkeeping, enables the support of multiple business lines and helps you accomplish your operational goals more efficiently.Tailored trust accounting solutions for strategic operations
Choose trust accounting and asset management solutions that effectively align with your operational goals, enhancing client features, reducing growth barriers and delivering real-time, scalable and automated support.
AddVantage
Delivers the latest technology and high-speed access for the way your clients want to do business today.
Seamless, efficient and tailored trust accounting for asset management
Experience modern asset management at your fingertips. With high-speed access, enhanced security, efficient trade processing and full scalability, AddVantage is the smart blend of information technology and FIS expertise, tailored to your requirements.
Charlotte
Helps community-sized independent banks and trust companies attract, services and grow client relationships.
Simplified, optimized and secure trust accounting and investment management
Streamline your trust accounting and investment management with a robust solution that grows client relationships, simplifies complex systems and optimizes operations. Charlotte provides real-time data management, automatic system upgrades, robust security and effortless adaptability.
Global Plus
Offers straight-through processing with a wide range of functionality to drive efficient operational goals.
Scalable and flexible asset management and custody
Discover the advantage of real-time, multilingual and multicurrency portfolio accounting and custody. Offering expansive features and advanced automation, Global Plus delivers efficient operational goals, enabling business expansion, new product launches and seamless mergers.
TrustDesk
Delivers forward-looking wealth management technology to make your clients’ money work harder.
Proven, dependable and highly scalable platform for wealth managers
Support an enterprise-wide wealth management strategy. TrustDesk integrates with your existing infrastructure to provide a holistic client view to various channels while streamlining operations and enabling new product deployment with front-, middle- and back-office tools.
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Portfolio Management
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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.