The investment world is quickly evolving, and you need to find better ways to retain assets and win new accounts, while expanding and personalizing services to your clients. To succeed, you must leverage technology and data effectively to increase advisor productivity and better profile multi-generational and demographically diverse clients. You must differentiate yourself through holistic wealth servicing – without compromising regulation, operations, or risk — helping you achieve better outcomes for your end investor.

Unity is a dynamic wealth platform that offers a seamless, omni-channel user experience to front- and middle-office professionals, as well as high-net-worth and institutional investors. It delivers a 360-degree view of household accounts for both the advisor and client, supporting more personalized and collaborative engagements.

With a single platform to manage transactions across all services, together with robust data analytics and workflow, you gain improved front-office efficiencies, freeing up more time to focus on business development and other value-added activities. Unity's open architecture and modular framework simplifies integration with FIS and non-FIS applications that extend capabilities at the enterprise level, expanding your business beyond the wealth lifecycle to deliver a true end-to-end platform, positioning you to adapt to the changing needs of investors and grow your business into the future.