Wealth & Retirement for Small & Midsize Businesses - Journey - FIS

Jane Owner, Property Pros

About Jane
  • Age:  48
  • Status: Divorced
  • Job:  Business Owner, Property Pros
  • Employees: 62 Full-Time Employees
  • Assets: $4,500,000
  • Net Income: $383, 500
  • Total Revenue:  $40 million

Jane Owner, Property Pros

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X About Jane
  • Age:  48
  • Status: Divorced
  • Job:  Business Owner, Property Pros
  • Employees: 62 Full-Time Employees
  • Assets: $4,500,000
  • Net Income: $383, 500
  • Total Revenue:  $40 million

Jane’s commercial property management firm, Property Pros, is thriving, but she plans to retire in the next 10 years. Her son, Brian, will eventually take over the family business.

Jane loves the digital advice app offered by her local community bank. At her age and assets, it is all she needs to manage her personal asset allocation and investment portfolios anytime she wants.

Jane decides she needs more personalized advice on how best to invest to meet her specific goals. Her digital advice app connects her with an in-person advisor to discuss tailored strategies.

To retain her great staff, Jane works with her advisor to set up a 401(k) for them. She knows they will appreciate being able to access their accounts anytime and calculate their retirement readiness.

Jane is confident about her financial plan, but wants to make sure she stays on track. She regularly monitors her entire portfolio, with direct access to her trusted primary banking provider.

       
       
       
   
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Robo-advice
From portfolio management to trading to operations, FIS’ digital advice tool helps its customers monitor and understand their current financial situation and plan for the future. Learn More >
Goal-based Investing
FIS’ goal-based investing tool, WealthStation, guides advisors to the model portfolio best suited to achieve each customer’s goals, while prioritizing them according to wants and needs. Learn More >
Retirement Recordkeeping Services
Relius recordkeeping system from FIS helps institutions improve margins and efficiencies by outsourcing retirement and pension recordkeeping and administration. Learn More >
Client Portal/ Data Aggregation
FIS’s comprehensive client portal with data aggregation provides customers with access to their entire portfolio of financial products, with anytime, anywhere access, including mobile. Learn More >
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