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601 Riverside Avenue, Jacksonville, FL 32204, United States

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Business introduction

When our clients succeed, we succeed

Our commitment to their progress is why clients partner with FIS. We make the complex simpler. We translate global expertise to a local level. We advance a risk-averse industry with a mix of operational efficiency and innovation

FIS™ is the world's largest global provider dedicated to financial technology solutions. FIS empowers the financial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, risk and compliance, trade enablement, transaction processing and record-keeping. FIS’ more than 52,000 worldwide employees are passionate about moving our clients’ business forward.

Headquartered in Jacksonville, Florida, FIS serves more than 20,000 clients in over 130 countries, and our technology powers billions of transactions annually that move over US$9 trillion around the globe. FIS is a Fortune 500 company and is a member of Standard & Poor’s 500® Index.

FIS' wealth management business provides end-to-end solutions and services designed to help financial institutions, single and multi-family offices, wealth managers and advisors run their business more profitably, connect with their clients and grow their business. Customers have unparalleled control over their business model, with the ability to select the deployment option and solution suite that best fits their business needs. From client acquisition and communication, transaction management, risk and compliance, portfolio management, retirement plan administration and reporting, our solutions can be deployed as stand-alone products, part of a unified platform, or in an outsourced environment.

FIS: Wealth Managed Services

Trading & Back Office


An introduction video to FIS' Wealth Managed Services offering. ...

The cloud and digital: Elevating the customer experience

Digital Platforms & Tools, Market & Business Infrastructure


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How open APIs are transforming the customer journey, with Andrew Beatty

Client Engagement & Management, Digital Platforms & Tools


Discover the data management strategy of the future

Data Management & Analysis


Business Overview

For a better understanding of how FIS evolved into a world-renowned financial services technology leader, one needs to look back at the company's history.

The company was founded in 1968 as Systematics™, which was later acquired by ALLTEL Information Services, and then bought by title insurance giant Fidelity National Financial® in 2003, who renamed it Fidelity Information Services (FIS). Over the course of the next few years, FIS acquired several other financial services technology firms, including Certegy® in 2006, eFunds® in 2007 and Metavante in 2009. These acquisitions broadened its reach across the globe, earned FIS a place on the Fortune 500 listing, and positioned the company as the largest technology provider to the global financial industry.

In 2015, FIS acquired SunGard – its largest acquisition to date. SunGard’s complementary offerings brought FIS into new markets for financial technology services, including education and the public sector, as well as adding asset managers, traders, custodians, treasurers, third-party administrators and clearing agents to the broader FIS client base.

This combination of organic and external growth has positioned FIS among the world’s leading technology providers for the financial services industry. Through the visionary leadership of its management and its philosophy of championing its clients’ success each and every day, FIS remains on a short list of providers capable of offering end-to-end solutions to financial institutions and retailers across the world.

At all levels of our organization, we are champions of our clients’ mission. Being a client champion means:

  • Inspiring – a passion to act

We embrace agility and speed as we break down barriers to drive our clients’ business forward. 

  • Fostering – an entrepreneurial spirit

We think big and act boldly to reinvent the financial world of tomorrow, seeing what’s ahead so our clients can focus on what’s at hand. In turn, we create inspiring career opportunities for our employees.

  • Building – trust in all we do

We build our business and our relationships on a foundation of openness, honesty, reliability and integrity while incorporating a risk and security discipline into everything we do.

  • Empowering – employee growth

We empower employees to grow every day. We develop talent and career aspirations by collectively building an environment of success that breaks down barriers, fosters collaboration and creates new, bold possibilities of opportunity.

  • Encouraging – giving back

We passionately and purposefully encourage a culture of giving back – to our clients, to our communities and to our FIS colleagues – around the world to make a positive difference.

Company history


As wealth management clients look for new ways to better service investors and help them achieve their financial goals, while profitably growing their business, the ability to offer capabilities at all points across the wealth continuum is essential. Wealth and trust firms must offer comprehensive services that drive a client-centric approach and bolster their competitive positions, as well as improve internal collaboration among front-line talent. A firm’s ability to operate smarter plays a role in advancing customer engaged business models through improved enterprise data management.

FIS works with thousands of clients of all sizes looking for the appropriate financial products and services that best fits their business needs. Offering firms superior software, services and industry expertise to help clients acquire, manage and grow investments assets in a cost-effective manner. 


These are some of our partners in the wealth management business area:


Key Data

Year founded
wealth management employees
Office Regional Presence
  • Africa
  • Asia
  • Central America
  • Eastern Europe
  • Middle East
  • North America
  • Oceania
  • South America
  • Western Europe
  • View Others View Less
Type of Clients
  • Bank & trust
  • Broker-Dealer
  • Financial planner
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Regional Private Bank
  • Registered Investment Advisor
  • Retail bank wealth manager
  • Single Family Office
  • View Others View Less
Client Regional Presence
  • Africa
  • Asia
  • Central America
  • Eastern Europe
  • Middle East
  • North America
  • Oceania
  • South America
  • Western Europe
  • View Others View Less
Leading client geographies

FIS Solutions

Wealth Managed Services

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’ philosophy on outsourcing is not a “lift and shift” approach, but one that extends well beyond the advantages of cost-efficiency. Taking a holistic......

business needs
Client type
client geography presence
view solution

Digital Advice

Regulatory and compliance changes have made the account onboarding process more complicated and time consuming. Meanwhile, investors are putting more money into nontraditional banking accounts, as fintech startups such as Acorns and Venmo roll out their own alternative banking products at an accelerating pace. The growing need to drive efficiency......

business needs
view solution

Financial Management Platform

FIS provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions to help your firm grow. In partnership with Wealth Access, FIS offers a Financial Management Platform for account aggregation, client portal and mobile reporting available as a standlone offering or as part......

business needs
view solution

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. Through Reliance Trust, an FIS company, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment. Gain access to a......

business needs
view solution

Portfolio Management

In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS™’ Investor’sView 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......

business needs
view solution

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 platforms empower firms with the flexibility to select the deployment option and solution suite that best meets their needs. Enjoy the flexibility of being able to choose a......

business needs
view solution

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