Deliver holistic wealth management service regardless of role or line of business
Unity Wealth Platform: Product Sheet
Download PDFGrow your business with a digitally enabled, data-driven wealth management software
FIS® Unity offers a seamless, omnichannel user experience to front and middle-office wealth providers, as well as high net worth and institutional investors.
It delivers a 360° view of household accounts for the wealth advisor and investor, supporting more personalized engagements.
The single platform, with strong data analytics and workflow, enables you to improve efficiencies and focus on value-added activities.Insights
Discover the unity ecosystem
Powered by data, artificial intelligence, predictive analytics and API integrations, Unity delivers an end-to-end solution presented in a single view and accessible across multiple channels.
Download PDFUnity client insights
Data needs to be readily available to make informed wealth management decisions. Unity Client Insights provides a 360° view of clients’ households to help make those decisions.
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