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Wealth and Retirement

Wealth Management

Empowering Wealth Providers to Deliver Better Client Experiences and Drive New Growth

FIS offers wealth management solutions and services that enhance the client experience, improve advisor productivity and lower operational cost, helping wealth management providers differentiate themselves to retain assets and win new accounts – ultimately, enabling them to grow their business.

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Featured Solutions

Unity Wealth Platform

The investment world is quickly evolving, and wealth management providers must adapt to find better ways to retain assets and win new accounts while expanding and personalizing services to clients. Unity is an integrated wealth platform that positions you to adapt to the changing needs of investors and grow your business into the future.

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Wealth Managed Solutions and Global Business Processing Services

Competition is driving the need for wealth providers to differentiate themselves or add direct value to the client relationship. FIS offers managed wealth solutions and business processing services, backed by FIS technology, to help investment advisors, trust companies and other wealth management drive innovation and achieve better outcomes for their clients, and, ultimately, their business.

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Related Insights

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PACE

The annual FIS™ Performance Against Customer Expectations (PACE) research provides a rich snapshot of how customers’ expectations of their banking providers are changing in the face of emerging technologies.

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Insights

What We Know

With more than 50 years in the financial services technology market, we have experience you count on and learn from. Check out our latest solution-specific articles, white papers and market reports.

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深入研究和分析在银行、支付、资本市场、财富管理和其他主要金融领域推动投资和创新的趋势、技术和流程。

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More Products

Portfolio Management

In today’s competitive environment, firms need powerful technology that delivers results. FIS’ Investor’sView portfolio management solution digitally connects portfolio managers, financial planners and back-office users to relationship, investment accounting and performance data in one aggregated platform to help manage investments.

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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 accounting platforms empower firms with the flexibility to select the deployment option and solution suite that best meets their needs.

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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. With FIS’ investment management services, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment.

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PAYS, BANKS AND INVESTS

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