• Asset Servicing Management Suite

Unified data management for greater clarity, speed and control

Fragmented data across asset servicing functions increases the risk of errors and reputational damage, and relying on multiple vendors only adds cost, complexity and operational risk. FIS® Asset Servicing Management Suite streamlines data management to overcome asset servicing and data-discrepancy challenges, delivering greater transparency and more actionable insights.
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Drive efficiency across all asset servicing functions

Asset Servicing Management Suite unlocks operational efficiencies across all areas of asset servicing, streamlining data management for corporate actions, proxy voting, class action claims, operational claims, tax reclaims and loan amendments. It also provides the flexibility to match specific capabilities with unique needs, enabling future growth.

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Modernize your approach to asset servicing

Rapidly changing markets, tighter settlement cycles, mounting regulations and disjointed data make manual workflows increasingly burdensome, driving firms to rethink legacy processes. Modernize your approach with a unified, intelligent platform that prioritizes automation, standardization and data quality.

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Let’s keep our conversation going

Learn more about how FIS can help put your capital to work while boosting efficiency and reducing risk with a single asset servicing management platform.

Connect with an expert to get your questions answered.

Find out how our platform drives smarter asset servicing.

Reach out for pricing details that align with your needs.

View detailed specifications for Asset Servicing Management Suite.

Seamless integration

Unify your asset servicing to accelerate processing and improve accuracy with fewer operational headaches.

Streamlined operations

Optimize workflows with flexible software and services to reduce costs and boost agility in evolving markets.

Vendor simplification

Reduce vendor complexity with a full-service asset servicing provider, minimizing data fragmentation, manual work and risk.

Transform asset servicing with a unified, automated platform

FIS® Asset Servicing Management Suite streamlines and automates critical workflows to deliver accurate, reliable data. Whether it’s capturing and acting on corporate action notifications, preventing ineligible proxy voting requests, maximizing class action claims or withholding tax recoveries, stronger data intelligence improves decision-making.
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Class actions
Corporate actions
Operations claims
Proxy voting
Tax reclaims
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Class Actions

Recover losses from mismanaged funds

FIS® Class Actions delivers more seamless, end-to-end securities recoveries. Powered by proprietary technology and an experienced team, it delivers a secure, all-access client portal for global monitoring, customer service and payment allocations. High levels of automation and minimal customer involvement also help optimize recoveries, reduce compliance risks and prevent lost revenue.
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Risk mitigation
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Revenue protection
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Secure client portal
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Payment allocations
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Expert support team

Corporate Actions Suite

Enhance efficiency across corporate action activities

SWIFT-accredited and highly configurable, FIS® Corporate Actions Suite provides end-to-end management of corporate action processes. It utilizes emerging technologies, including robotic process automation, to identify, target and manage corporate action data, positions and election risk across the event lifecycle. Offered as a software-as-a-service (SaaS) solution, Corporate Actions Suite complements other FIS systems and provides connectivity with other industry applications.
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SaaS integration
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SWIFT-accredited
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Data management
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Cross-system connectivity
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Robotic process automation

Corporate Actions Data Services

Access reliable, actionable corporate action data

FIS® Corporate Actions Data Services (CADS) is a high-quality, multisource cleansed data service delivering reliable, ready-to-publish corporate action information with speed and precision. The data service is powered by AI and bot technology, supported by a global data management team. CADS is also available as a business process-as-service (BPaaS) option.
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Bot processing
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Multisource data
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BPaaS availability
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AI-driven automation
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Cleansed information

Operational Claim Manager

Streamline operations claims with automation

FIS® Operational Claim Manager modernizes manual, paper-intensive claims operations with an interoperable, digitized and standardized ecosystem. Automated workflows and reporting enable all parties to track claims activity in real time, while an industry directory supports accurate delivery to counterparties with integrated payment and settlement functionality.
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Industry directory
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Real-time tracking
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Reporting insights
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Claims automation
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Case management

Proxy Voting

Enable secure, transparent investor communications

FIS® Proxy Voting connects issuers, investors and intermediaries through a digital communication platform. It is designed to help deliver timely investor communications using “golden source” data, unlocking speed, efficiency and transparency in the proxy voting chain. Proxy Voting also supports active governance and facilitates compliance with ESG mandates and SRD II requirements.
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ESG compliance
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Real-time visibility
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Workflow automation
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Regulatory adherence
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Stakeholder connectivity

Tax Reclaim Manager

Digitize the entire withholding tax lifecycle

FIS® Tax Reclaim Manager provides a centralized platform to enhance accuracy, efficiency, accountability and risk management across tax claims, relief at source and vouchers. By integrating automation with a digital workflow, Tax Reclaim Manager helps streamline operations, lower costs and improve recovery rates.
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Digital workflows
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Recovery tracking
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Relief processing
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Cost management
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Voucher management

Let’s keep our conversation going

Learn more about how FIS can help put your capital to work while boosting efficiency and reducing risk with a single asset servicing management platform.

Connect with an expert to get your questions answered.

Find out how our platform drives smarter asset servicing.

Reach out for pricing details that align with your needs.

Get a brief overview of Asset Servicing Management Suite.

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