Wealth management as a service

FIS® Wealth as a Service can make all the difference between simply running your business and actively growing it. Our modernized and agile wealth management technology, backed by a comprehensive global outsourcing and asset servicing model, puts you firmly in control of your core business.

Our suite of wealth management outsourcing services and technology, combined with deep wealth expertise, broad reach of global investment markets and knowledge of local market nuances, positions you to meet the demands of clients more effectively.

Adapt to client expectations

Rapidly add tools and services, integrate new partners and create compelling connections.

Grow your business when and how you want

Migrate to a flexible, scalable model that puts you in control of your future.

Focus on what’s important

Remove the burden of risk, regulation, compliance and operations.

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Insights for Wealth Management Outsourcing

Empowering wealth providers to drive new growth­

Gain valuable insight into what firms need by way of operational changes to empower growth with research provided by Compeer.­

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Outsourcing intelligence for financial institutions

This WealthBriefing research takes a deeper dive into attitudes toward outsourcing and BPO, activities being outsourced and what the challenges might be.

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BPaaS: From a cost play to a growth strategy

Increase your agility and scalability with wealth management outsourcing via business process as a service.

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Three steps to new growth for wealth managers

You’re focusing on growth, but so is everyone else. Based on the latest FIS Readiness Report, here’s how to help your firm rise above the rest.

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Six reasons why digital is critical to customer satisfaction

By taking full advantage of digital capabilities, you’ll keep up with growing client requirements without pushing processes and staff beyond their limits.

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More products for you

FIS Securities Processing Suite

Improve your cost structures, optimize your operations, reduce cost and risk, and increase your competitiveness by responding quickly to new customer demands.

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.

Legal Disclaimer

Services offered within the United Kingdom are provided by Platform Securities LLP, a limited liability partnership, registered in England and Wales under No. OC301316. Authorized and regulated by the Financial Conduct Authority (FCA), (FCA firm reference number 214206). A member of the London Stock Exchange and an ISA plan manager. For more information, visit www.platformsecurities.com.