Wealth Management Software

Empowering Clients to Drive New Growth

To drive new growth, firms require flexible and scalable wealth management solutions to extend and enhance their current wealth market offerings. Offering wealth management technology and support solutions that enhance transparency, collaboration and consistency, FIS™ helps firms stand out by providing a better customer experience to attract, grow and nurture customer relationships.

  • Gain unparalleled control over your wealth management business model with the ability to select the deployment option and solution suite that best fits your business needs.
  • Accelerate growth by retaining and growing assets using dynamic investment and asset management and financial planning solutions.
  • Improve margins and efficiencies through deployable trust accounting software, wealth outsourcing and managed services.
  • Enhance or expand your overall wealth offering with additional trust, investment and wealth products and services available through Reliance Trust, an FIS company.

Investment Management

Solutions to Propel Growth

Investment Management

Creating and maintaining a high-quality, robust investment management platform to meet the unique needs of today’s sophisticated investor can be a time-consuming and costly endeavor. Through Reliance Trust, an FIS company, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment.

  • Gain access to a wide array of institutional-quality investment solutions through Reliance Trust’s existing investment management infrastructure.
  • Complement your current investment offerings and broaden your potential client base by selecting investment options, including mutual funds, ETFs, separately managed accounts (SMAs), collective investment trust funds, and alternative strategies.
  • Reduce time spent on portfolio implementation and refocus your efforts on client service and growing your business in a scalable and efficient manner.
  • Rely on our team of seasoned investment experts to work with you to build an investment program that makes the most sense for your organization.

Portfolio Management

Powerful Portfolio Management Software to Increase Business Performance

In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS™’ Investor’sView portfolio management software digitally connects portfolio managers, financial planners and back-office users to all the relationship, investment accounting and performance data in one aggregated platform to help manage investments.

  • Increase business performance and strengthen customer relationships with an organization-level view and robust investment accounting and reporting capabilities.
  • Improve efficiency with automated trade-order management and pre-trade compliance aspects of portfolio management.
  • Streamline implementation with quick, out-of-the-box workflows that enable you to customize the user experience and enhance functionality along the way.
  • Lower costs with a back-office agnostic portfolio management and accounting software platform that requires minimal internal resource commitment.

Trust Accounting

Flexible Solutions to Meet Your Needs

Trust Accounting

Changing regulations, increased cost pressures and more complex IT structures are driving firms to implement more cost-effective, efficient operations solutions. Our comprehensive trust platforms empower firms with the flexibility to select the deployment option and solution suite that best meets their needs.

  • Enjoy the flexibility of being able to choose a trust accounting platform (AddVantage, Charlotte, Global Plus or TrustDesk®) that fits your specific needs.
  • Choose from hosted and in-house technology platforms, with the ability to outsource back-office functions and complementary fiduciary, custody and investment management services.
  • Gain operational, cost, risk and time benefits as a result of our enhanced technology and wealth outsourcing services.
  • Support and meet your growing trust operations requirements using the latest technology and best-in-class workflow tools.

Wealth Outsourcing

An Effective Strategy to Lower Risk and Increase Profitability

As financial institutions compete to grow assets, increased emphasis is on growth while driving bottom-line improvement. As a result, firms require a partner that can provide technology with a cost-effective outsourced alternative.

FIS, through Reliance Trust, offers a full range of technology and operational outsourcing with services designed to lower operating risk and increase profitability. Our all-inclusive platform represents investments to bring innovative technology with business process outsourcing into a unified offering with front and middle office capabilities.

Since 1994, Reliance Trust, an FIS company, has been specializing in helping wealth management institutions by delivering servicing to their clients. With access to one of the largest solutions sets in the market and our ongoing commitment to service, banks, trust companies, family offices, advisors and other institutions have access to solutions to deliver a dynamic client experience across markets in a cost-effective manner.

Open-Architecture Solutions and Services

Our core processing platform and servicing solutions provides support, including:

  • Portfolio and Trust Accounting
  • Customizable Statement and Client Output Processing
  • Custody and Securities Processing
  • Electronic Trading
  • Automated Mutual Fund Trading
  • Investment Service and Support
  • Client Internet Reporting Services
  • Account Management and Fiduciary Support
  • Integration with Third-Party Applications