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