Deliver Modern, Holistic Wealth Management and Trust Services

As the Great Wealth Transfer gets underway, providing holistic wealth management – effectively addressing client needs and goals in a consolidated manner, while establishing close relationships – can be a key differentiator and growth driver. FIS wealth management and retirement technology and services help banks, trust companies, brokerage firms, retirement plan administrators and advisors to accelerate asset growth, optimize operations and achieve better outcomes for clients.

See how one advisor uses FIS solutions in daily prospecting, portfolio management and account servicing. Take this journey.

Wealth Advisor - Digital Wealth Management: The Requirements for Today’s Market

Digital Wealth Management: The Requirements for Today’s Market

The investor of today is more technology-savvy, more engaged and more diverse than ever before. Investors now expect and demand access to current financial information and wealth management insights at anytime, anywhere and on any device.

$140 trillion
Est. U.S. Household Assets by 2030
of that
Nearly $64 trillion
in investable assets
Wealth Advisor - The Business Process Outsourcing Playbook

The Business Process Outsourcing Playbook

Nearly half of financial firms say their current technology can’t support their growth plans. See how adopting a business process outsourcing (BPO) service model can enhance operational agility, flexibility and, most importantly, quantifiable financial benefits.

Wealth Advisor 53% of decision makers
53% of decision makers
view cost reduction as a means to drive a competitive edge.
Wealth Advisor - Three Key Business Outcomes for Managing Your Wealth Services

Three Key Business Outcomes for Managing Your Wealth Services

See how you can work to run your operations more efficiently, connect meaningfully with your diverse customer base, and leverage technology and innovation to deliver a truly holistic wealth and trust servicing.

Video: A Culture of Excellence

Watch the video to learn how FIS brings together the perfect mix of people, process, and technology to help wealth advisors attract and retain more clients, accelerate efficiency and boost competitiveness.

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