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. PRODUCT SHELF 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. Learn More 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. Learn More Related Insights MICROSITE 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. Learn More 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. Learn More INSIGHTS What We Think Deeper research and analysis of the trends, technologies and processes that are driving investment and innovation across banking, payments, capital markets, wealth management and other key financial sectors. Learn More More Products FIS Securities Processing Suite Broker-dealers need an infrastructure that helps them improve service, expand offerings, and reduce the cost, complexity and risk of their business operations. The FIS® Securities Processing Suite integrates FIS’ complementary securities solutions to automate operations across the entire transaction life cycle for multiple asset classes and currencies. As a result, you can simplify IT infrastructure, reduce risk and costs, and focus on business growth. Learn More 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. Learn More FIS Securities Processing Manager Formerly Phase3 FIS® Securities Processing Manager (Formerly Phase3) is a global, real-time front-to-middle-to-back securities processing system that lets you manage multiple asset classes, currencies and businesses on a single platform. Learn More 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. Learn More 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. Learn More FIS Corporate Actions Suite Formerly XSP FIS® Corporate Actions Suite (formerly XSP) automates the corporate actions process, helping to reduce total cost of ownership and minimize risk. Learn More FIS Data Integrity Manager Formerly Intellimatch FIS® Data Integrity Manager (formerly IntelliMatch) is an enterprise reconciliation software platform that reimagines the way investment banking reconciliation professionals address challenges, such as data inaccuracy and fragmentation, variation, convolution and degradation. Learn More Let’s Talk Wealth Management Let's work together to reach your goals. Call +1 877.776.3706 or use the link below and a FIS representative will be in touch. Let's Talk ADVANCING THE WAY THE WORLD PAYS, BANKS AND INVESTS Let's start a conversation Let's work together to reach your goals. Contact us at the links below and a representative will be in touch. EMAIL US getinfo@fisglobal.com CALL US +1 877.776.3706 HEADQUARTERS Jacksonville, Florida United States STAY CONNECTED Get in touch We are here to help you and your business. Contact us using the button below. Learn More Merchants Banking Capital Markets Corporate Developer Insights About Careers Privacy Policy Cookies Terms of Use Login Contact Us ©2021 FIS. Advancing the way the world pays, banks and invests™ We use cookies to improve user experience, personalize content, customize advertisements, and analyze website traffic. For these reasons, we may share your site usage data with our social media, advertising, and analytics partners. By clicking ”Accept”, you agree to our website's cookie use as described in our Cookie Policy. You can change your cookie settings at any time by clicking “Preferences.” Decline Accept Manage Cookie Preferences