Post-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.

Reduce TCO

Unlock operational efficiencies by minimizing the cost of managing multiple solutions with a SaaS-delivered, end-to-end cross-asset processing platform.

Thrive in today’s market

Modernize post-trade operations and provide the real-time processing capabilities today’s investors expect to help win and retain more business.

Drive agility and growth

Easily comply with global settlements, data and reporting regulations while expanding into new markets with a cloud-based post-trade processing platform.

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Suite details

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.

  • 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.

  • 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.

  • 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.

  • 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).

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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).

Our clients

Singer Capital Markets taps FIS Post Trade Processing Platform to unlock control over real-time data

Learn how the platform enables Singer Capital Markets to streamline processes and supercharge its post-trade operations, allowing it to quickly react to market conditions and provide better service to clients – making their money work harder.

The FIS Post Trade Processing Platform [formerly Torstone] enables us to get total control of our business, driving greater operational efficiency and revenue growth.

CEO Singer Capital Markets

Our clients

Stifel Europe takes control of its middle and back office with the FIS Post Trade Processing Platform

Learn how the FIS platform has enabled Stifel to double transactional volume in a year and continue the same growth trajectory on a multi-year basis without capacity concerns.

The driver was our ability to be the master of our own destiny, rather than be in somebody else’s hands, and everything stems from that. That is the eureka moment, and to be able to say, ‘Look, we can do what we want in our own time.’

COO Stifel Europe

Insights

Systems consolidation transforms firm’s ability to compete

The U.S. investment banking arm of a global financial services powerhouse is saving costs, reducing risk and gaining new visibility.

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One platform to manage the full life cycle

From trading and order management to settlement and asset servicing, you can manage it all while reducing costs and risk.

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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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FAQ

The Securities Processing Suite is an integrated platform designed to streamline trading operations across the full post-trade lifecycle, including clearing, settlement, asset servicing and compliance. It supports multiple asset classes and can be deployed on-premises or in the cloud.

Benefits

The platform is used by investment banks, broker-dealers and tech-driven trading firms that need a scalable, automated solution to manage high volumes of trades efficiently while ensuring regulatory compliance.

Benefits

FIS embeds compliance checks and regulatory reporting tools throughout the processing workflow. The platform helps firms meet global regulations, such as CSDR, MiFID II and SEC Rule 15c3-3, while enabling faster settlement and greater transparency.

Benefits

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