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Global HQ Head Office

601 Riverside Avenue
Jacksonville
FL
US

Telephone

U.S.:+1 877.776.3706; EMEA:+44 20 8081 3840; APAC:+63 2 8802 6299

Contact

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FIS Wealth Management Solutions and Services

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. Our suite of solutions and services includes:

•A comprehensive wealth platform

•Managed solutions and global business processing services

•Investment management

•Portfolio management

•Trust accounting

https://www.fisglobal.com/en/capital-markets-solutions/investment-management-and-servicing/wealth-and-retirement/wealth-management

View other products from FIS

FIS Balance Sheet Manager - Liquidity Risk

FIS Balance Sheet Manager – Liquidity helps banks build up a liquidity risk management infrastructure on an operative as well as a strategic level, going beyond “minimum” regulatory requirements.

FIS Credit Assessment

FIS Credit Assessment manages all commercial credit assessment and customer risk rating – including probability of default and loss given default – with industry-specific financial spreading and analysis – in one solution.

FIS® Corporate Actions Election Portal (formerly eTRAN+)

Run this user-friendly and  time-efficient web-based election module in used in conjunction with the FIS® Corporate Actions Manager Suite (formerly XSP).  Whether your customers are professional portfolio managers or individual investors, they can use FIS® Corporate Actions Election Portal (formerly eTRAN+) to review the terms of any corporate actions that may affect their holdings and make their …