Unity Wealth Platform

Service your clients with holistic wealth management

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Discover a digitally enabled, data-driven wealth platform to grow your business

Unity offers a seamless, omni-channel 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 robust data analytics and workflow, enables you to improve efficiencies and focus on value-added activities. Unity’s open architecture gives you access to a broader ecosystem, positioning you to adapt to the changing needs of investors and grow your business into the future.

How FIS Empowers Holistic Wealth Management

Discover a dynamic wealth platform to help achieve better investor outcomes

Assinatura de RISE

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