FIS' award-winning, end-to-end wealth management solutions allow you to move to a variable-cost model with the confidence that your operations are managed securely, efficiently - and profitably.

FIS delivers a complete set of outsourcing services that can be tailored to meet the needs of organizations, with a dedicated client service team that acts as the conduit for the client. Some of the common processes outsourced include security processing, trade settlement, reconciliation, shadow accounting, corporate action processing, IRA and pension payments, tax reporting, proxy processing, fee processing, CTF accounting and statements.

FIS’ Unity wealth platform brings innovative technology with secure business outsourcing into a unified wealth technology service offering. Offered with full or selective services, the platform provides a robust set of front and middle office capabilities. Leveraging a user-centric, roles-based application, banks, trust companies, family offices, advisors, and other institutions have access to information to deliver a dynamic client experience across markets in a cost-effective manner.

With access to one of the largest solutions sets in the market, FIS can perform any recurring service that involves running or operating an IT system or business process. Combined with ongoing commitment and investment, FIS can support organizations of any size, from start-up to multi-currency institutions.

From our state-of-the-art centers and cybersecurity to our ability to process at scale, FIS allows you to increase your value proposition, adding processing capabilities to your offering, ultimately driving revenue and allowing you to focus on your core competencies.