• FIS Portfolio Management

Powerful portfolio management software for better performance and stronger relationships

FIS® portfolio management software handles real-time portfolio management, regulatory compliance and performance reporting, then takes it one step further with automated trade order management and trade compliance.

Deployed as an SaaS-based solution, the FIS portfolio management tool empowers investment professionals, asset managers and fund administrators to integrate their core platform quickly and cost-effectively with other solutions as needed to support new investment strategies.

Enhance trade management and execution

Maintain policy control, investment statements and performance data with trade monitoring, alerts and reporting.

Manage portfolios anywhere, anytime

Our easy-to-use browser-based software lets you manage portfolios in real time and on your own terms.

Gain real-time investment insight

Facilitate the movement of real-time data with increased speed and accuracy through the entire investment process.

Connect with sales Load more Load less

More products for you

Upgrade to a trust accounting platform that allows you to contend with changing regulations, cost pressures and complex IT structures in a more cost-effective way.

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.

Running your business is not the same as growing it, but we can bring you a nimble operating model that lets you turn your attention back to your future goals.