Unlock post-trade processing automation and growth opportunities with innovative SaaS-based solutions
Make your money work harder with full post-trade operations lifecycle support
Download product sheetPost-trade management software for smarter ops, total trading lifecycle automation and faster ROI
With regulatory scrutiny and business costs on the rise, and margins only getting thinner, it’s time to change your operations and strategy. In the struggle to meet new customer demands, expand your offerings, and reduce costs and complexity to keep money hard at work, the FIS® Securities Processing Suite has the power to help. This advanced post-trade processing solution is uniquely designed to support the entire middle- and back-office lifecycle on a real-time, next-gen integrated platform.
Discover the impact of processing securities, derivatives and digital assets on an advanced post-trade processing solution developed with decades of deep industry experience. Investment banks, broker-dealers and tech-driven trading firms can focus on their core business – from trade capture and order management to settlement reconciliation and accounting – while ensuring they meet customer demands.
Meet all your operational needs with one platform
The FIS Securities Processing Suite combines powerful tools that offer comprehensive support across the post-trade processing lifecycle for all security types and currencies while seamlessly integrating with front- and middle-office trading and risk solutions, allowing you to easily expand product offerings and asset classes and respond quickly to new business opportunities and client needs.
FIS Post Trade Processing Platform
A real-time, cross-asset, SaaS platform delivering streamlined processing for securities, derivatives and digital assets
Revolutionize post-trade operations
The FIS Post Trade Processing Platform (formerly Torstone) integrates middle-office, accounting, settlement, corporate actions and collateral management in one powerful solution. Connectivity to leading trading platforms and global markets makes post-trade processing efficient and reliable.
FIS Securities Processing Manager
A global, real-time clearing and settlement back-office platform that handles all operational requirements of investment banks, broker-dealers and tech-driven trading firms across securities asset classes, business types and markets
Expand your business
The FIS Securities Processing Manager (formerly Phase-3) seamlessly connects with trading platforms in the front office through to the back office for complete cross-asset straight-through processing to help you respond quickly to new opportunities and customer needs.
FIS Credit Monitor
The credit and risk margining solution that recognizes and manages exposures in real time
Enhanced credit management
FIS Credit Monitor supports all securities asset classes with real-time intraday calculations. It iterates from price and activity triggers, providing an array of warning events for evaluating exposures and prompting recalculation of strategy-based accounts based on sophisticated pairing rules.
FIS Integration API
A platform for streamlining clearing and settlement processes with consolidated, browser-based messaging interfaces
Key connections, all in one place
FIS Integration API (formerly Gateway) is an automated clearing and settlement service that consolidates and controls multiple messaging interfaces via one browser-based platform with industry-standard messaging formats. Integration API enables centralized monitoring of delivery and receipt instructions and highlights exceptions that require manual intervention. Integration API offers a real-time interface to various comparison interfaces (FICC/GSD, FICC/MBSD, FICC/CMU, FICC/GCF and TRAX), settlement and payment interfaces (SWIFT, CREST and BMO Harris) and regulatory bodies (MSRB via CMU, FSA and TRAX).
Professional Portal
Actionable insights derived from integrated data to improve communication and customer relationship management
A focused approach to better service
The FIS Professional Portal (formerly Advisor Portal) gives financial advisors the data and tools they need to effectively understand, communicate with and serve their customers. Boosted by its modern design, Professional Portal provides for a content-rich experience that combines multiple data sources, customizable data integration and workflows, and configurable dashboards to provide actionable insights.
FIS Fail Monitor
A powerful, real-time management tool for tracking the entire fail settlement life cycle from creation to actual clearance date
Early warning for peace of mind
FIS Fail Monitor provides centralized monitoring for TMPG fails, accruals and claims processing across multiple systems and manual processes. It delivers exposure monitoring across counterparties and asset classes, and is an event-driven model for automating activities like fail confirmation and claim generation.
FIS Investor Mobile App
A secure mobile digital solution that allows retail investors to view, trade and perform other actions on their brokerage account
Everything the client needs to know
Retail brokerage customers enjoy convenient and secure access to a wide range of consumable content organized into intuitive, configurable dashboards – including U.S. market quotes, portfolio balances, positions, allocation, account activities, order status, cost basis, watchlist and trade alerts.
FIS Investor Portal
A responsive web-based UI portal providing retail investors with easy access to actionable content on their brokerage account
The information they need, when they need it
The secure, multichannel digital portal empowers your clients with on-demand access to real-time balances, positions, industry-leading content and trading capabilities – all within a customizable user experience.
FIS Operational Dashboard
A real-time dashboard that presents a single view of customer-critical business data across products and business lines for improved operational oversight
A clearer, more complete view
FIS Operational Dashboard lets you view margin calls and trends, open fails, fail exposure, suspense balances and positions, and more. Critical data is consolidated and presented as business KPIs via a simple, intuitive interface that provides instant insight and situation awareness.
FIS Report Writer
The real-time data management framework that enables users to easily access consolidated and standardized data for a holistic view of their customers and activities
User-friendly queries and reporting
FIS Report Writer normalizes data from multiple sources and enables users to access and report on it from one or more front-, middle- or back-office systems. Users can run ad hoc queries, request reports on demand and review scheduled reports in the frequency and format they need (CSV, Excel or PDF).
Insights
Transform your post-trade operations
Discover eight ways the Securities Processing Suite can help you put money to work more effectively and stay ahead of the curve.
Download tip sheetNext-Gen platform to manage the full lifecycle
From trading and order management to settlement and asset servicing, you can manage it all while reducing costs and risk.
Total lifecycle support
Free your team to focus on satisfying customer demands with an integrated platform that supports the full trading lifecycle for investment banks, broker-dealers and tech-driven trading firms.
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