In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS’ Investor’s View portfolio management software digitally connects portfolio managers, financial planners and back-office users to all the relationship, investment accounting and performance data in one aggregated platform to help manage investments.

• Increase business performance and strengthen customer relationships with an organization-level view and robust investment accounting and reporting capabilities.
• Improve efficiency with automated trade-order management and pre-trade compliance aspects of portfolio management.
• Streamline implementation with quick, out-of-the-box workflows that enable you to customize the user experience and enhance functionality along the way.
• Lower costs with a back-office agnostic portfolio management and accounting software platform that requires minimal internal resource commitment.