Wealth and Retirement

Wealth Management

Empowering Wealth Providers to Deliver Better Client Experiences and Drive New Growth

FIS offers wealth management solutions and services that enhance the client experience, improve advisor productivity and lower operational cost, helping wealth management providers differentiate themselves to retain assets and win new accounts – ultimately, enabling them to grow their business.

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Featured Solutions

Unity Wealth Platform

The investment world is quickly evolving, and wealth management providers must adapt to find better ways to retain assets and win new accounts while expanding and personalizing services to clients. Unity is an integrated wealth platform that positions you to adapt to the changing needs of investors and grow your business into the future.

Wealth Managed Solutions and Global Business Processing Services

Competition is driving the need for wealth providers to differentiate themselves or add direct value to the client relationship. FIS offers managed wealth solutions and business processing services, backed by FIS technology, to help investment advisors, trust companies and other wealth management drive innovation and achieve better outcomes for their clients, and, ultimately, their business.

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PACE

The annual FIS™ Performance Against Customer Expectations (PACE) research provides a rich snapshot of how customers’ expectations of their banking providers are changing in the face of emerging technologies.

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More Products

FIS Securities Processing Suite

Broker-dealers need an infrastructure that helps them improve service, expand offerings, and reduce the cost, complexity and risk of their business operations. The FIS® Securities Processing Suite integrates FIS’ complementary securities solutions to automate operations across the entire transaction life cycle for multiple asset classes and currencies. As a result, you can simplify IT infrastructure, reduce risk and costs, and focus on business growth.

Investment Management

Creating and maintaining a high-quality, robust investment management platform to meet the unique needs of today’s sophisticated investor can be a time-consuming and costly endeavor. With FIS’ investment management services, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment.

FIS Securities Processing Manager

Formerly Phase3

FIS® Securities Processing Manager (Formerly Phase3) is a global, real-time front-to-middle-to-back securities processing system that lets you manage multiple asset classes, currencies and businesses on a single platform.

Portfolio Management

In today’s competitive environment, firms need powerful technology that delivers results. FIS’ Investor’sView portfolio management solution digitally connects portfolio managers, financial planners and back-office users to relationship, investment accounting and performance data in one aggregated platform to help manage investments.

Trust Accounting

Changing regulations, increased cost pressures and more complex IT structures are driving firms to implement more cost-effective, efficient operations solutions. Our comprehensive trust accounting platforms empower firms with the flexibility to select the deployment option and solution suite that best meets their needs.

FIS Corporate Actions Suite

Formerly XSP

FIS® Corporate Actions Suite (formerly XSP) automates the corporate actions process, helping to reduce total cost of ownership and minimize risk.

FIS Data Integrity Manager

Formerly Intellimatch

FIS® Data Integrity Manager (formerly Intellimatch) empowers reconciliation professionals to support and track processes from one place for greater operational control.

Let’s Talk Wealth Management

Let's work together to reach your goals. Call +1 877.776.3706 or use the link below and a FIS representative will be in touch.

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