A modern digital wealth platform for your advisors and clients
Connected | Intelligent | Modern
Connect every client-advisor relationship to personalize service and drive growth
Investors increasingly expect connected, personalized experiences, and firms that fall short risk losing clients to competitors. FIS® Digital Wealth with InvestCloud unifies client data, digital engagement and advisor workflows in a cloud-native front office, giving clients a complete financial view and advisors timely insights.
How can wealth firms improve productivity and engagement?
Wealth managers compete on the strength of client-advisor relationships, yet advisors spend valuable time toggling between systems. Bring client, portfolio and workflow data into one intelligent workspace where embedded AI surfaces insights, recommends next-best actions and automates routine tasks to help advisors deliver personalized service at scale.
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How can trust companies modernize client and advisor experiences?
Trust companies rely on core accounting systems, but their client-facing tools no longer meet modern expectations. Unify trust and advisory data in a modern client and advisor experience, giving teams greater visibility, streamlined workflows and the ability to deliver more connected service.
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How can banks connect wealth, trust and banking relationships?
Bank wealth divisions serve clients who often bank with them too, but siloed data forces those clients to piece together their financial picture. Connect trust, brokerage, banking and held-away assets in one view, allowing clients to see their full financial picture while advisors gain the context to serve it.
See detailsMake every digital interaction more intuitive
Give clients and advisors intuitive access to account data, reporting, documents and journeys in one digital environment. AI-powered assistants also help advisors quickly surface insights, identify client opportunities and streamline everyday workflows.
- Connect advisor and client experiences
- Provide consolidated portfolio and account views
- Automate client self-service workflows
- Surface AI-powered advisor insights
- Enable personalized client journeys
- Integrate wealth, trust and brokerage data
Flexible packages designed to scale with you
Digital Wealth with InvestCloud is offered in three package options, giving you the flexibility to configure the platform around your business. Choose from modular capabilities that scale with your needs today and tomorrow.
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Building unified client and advisor experiences
Browse our resources to learn more about how Digital Wealth’s cloud-native front office helps wealth firms connect relationships, personalize service and scale growth.
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Learn more about how FIS can help you deliver connected, personalized client and advisor experiences across trust, brokerage and advisory services.
Digital Wealth
Front-to-back integration connects client and advisor interactions directly with FIS middle- and back-office systems
Shared data model spans trust, brokerage, advisory and held-away assets across every client and advisor touchpoint
One connected wealth experience
FIS® Digital Wealth with InvestCloud connects advisor and client experiences through a modern digital platform designed to improve productivity, deepen engagement and support more personalized wealth management journeys.
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Configure Digital Wealth around your business needs
Digital Wealth offers three modular packages that allow wealth firms to start with core capabilities and expand functionality over time.Package 1
Connect clients to a modern portal with essential advisor support
Designed as a modern client portal with lightweight advisor support, the experience gives clients convenient access to account information, portfolio performance and documents, while providing advisors with basic tools to guide clients and answer questions.
Package 2
Give advisors one workspace to grow client relationships
Beyond the client portal, richer collaboration and a dedicated advisor workspace combine branded client experiences, secure messaging, document access and expanded advisor reporting to support more informed client conversations and ongoing service.
Package 3
Scale personalized wealth advice firmwide
Built for wealth firms seeking deeper client insights and tools to support personalized advice, this package adds expanded client reporting and intraday updates, plus client and household views, planning tools and SMART capabilities for advisors.
Resources
Digital Wealth client experience product sheet
Enable consistent wealth client interactions across trust, brokerage and advisory with a single-branded digital layer that transforms engagement data into personalized advice.
Digital Wealth advisor experience product sheet
Integrate trust, brokerage and advisory data into a single AI-powered workspace so advisors spend less time on administration and more time delivering high-value client advice.
FAQ
What is a digital wealth management platform?
A digital wealth management platform is a cloud-based system that gives advisors and clients a unified interface to view accounts, complete tasks and exchange data across trust, brokerage and advisory relationships without requiring separate tools for each function.
How does Digital Wealth work with existing wealth and trust systems?
Digital Wealth integrates directly with FIS core wealth and trust back-office systems. It connects front-office client and advisor interactions with FIS middle- and back-office platforms, reducing manual handoffs without disrupting core operations.
How does Digital Wealth help advisors serve clients more effectively?
Digital Wealth brings client, portfolio and workflow information into a single workspace, reducing the need to switch between multiple systems. Embedded AI-powered insights help advisors identify opportunities, prioritize activities and deliver more personalized service at scale.
What security and compliance capabilities are included in Digital Wealth?
Digital Wealth supports supervision-ready records of client interactions, role-based permissions, audit logging and enterprise security controls. The platform also includes AI governance capabilities, such as PII redaction, human approval workflows and zero LLM data retention controls, to help firms manage risk while supporting responsible AI adoption.
What types of financial institutions can use Digital Wealth?
Digital Wealth is designed for wealth management and advisory firms, trust companies and banks. Its modular capabilities can support firms at different stages of digital modernization, from organizations establishing a modern client portal to institutions that need advanced advisor workspaces, portfolio analytics and configurable wealth management workflows.
Does Digital Wealth support trust, brokerage and advisory accounts?
Yes. Digital Wealth uses a shared data model that can connect trust, brokerage, advisory and held-away assets across client and advisor experiences. This gives clients a more complete view of their financial relationships, while giving advisors greater context for managing portfolios, relationships and service needs.
Let's keep our conversation going
Learn more about how FIS can help you deliver connected, personalized client and advisor experiences across trust, brokerage and advisory services.