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Wealth Management Solutions

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Overview

Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions

Give your clients anytime access to their account information, plus sophisticated, easy-to-use tools to manage their assets. Integrated trust technology from FIS positions you to nurture and grow your client relationships.

Trust Accounting

Start with a trust organization built on a solid trust accounting system. Our integrated trust and investment accounting solutions delivers the flexibility and responsiveness your affluent and high-net-worth clients demand. FIS’ product suite provides straight-through processing and includes:

Key Features

  • Cash Sweep Services
  • Trust Account Processing
  • Consulting and Professional Services
  • Automated Annual Review Suite
  • Client Statement Solution
  • Integrated Portfolio Management System
  • Integrated Performance Measurement System
  • Online Client Account Access and Trading
  • Trust Operations Outsourcing

Product/Service details

SOLUTION OR SERVICE TYPE
Client Account Administration Systems, Custody Management Systems, Financial Planning Systems, Front and Middle Office Wealth Management Systems, Investment Advisor Systems, Investor Websites & Portals, Wealth Management Systems STP (Front to Back Office)
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