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Wealth Managed Services

HQ Location

Jacksonville, FL, United States

Website Address

www.fisglobal.com

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Solution introduction

Award-winning services for comprehensive wealth management and ongoing business success

As a global leader in financial services technology for more than 50 years, FIS offers industry knowledge and technical expertise to deliver innovative outsourcing services that can help firms of any size reduce costs, improve performance and enhance the customer experience

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 view of wealth servicing means identifying the outcomes required from outsourcing at both the macro and micro levels as a means of supporting a firm’s strategic growth plan. In simple terms, it comes down to a formula of Run+Connect+Grow – run operations more efficiently, connect more meaningfully with an evolving customer base, and invest in new growth strategies.

The FIS wealth platform represents investments to bring 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.

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.
 
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 firms to increase their value proposition, adding processing capabilities to their offering, ultimately driving revenue and allowing them to focus on their core competencies.

FIS: Wealth Outsourcing Services

Business Process Management & Outsourcing, Trading & Back Office

11/01/2019

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

The cloud and digital: Elevating the customer experience

Digital Platforms & Tools, Market & Business Infrastructure

12/09/2019

FIS: Wealth Managed Services

Trading & Back Office

10/01/2019

Features

With more than US$1 trillion in asset under administration, FIS delivers award-winning services across industries and processes, including:

  • Banking and trust
  • Custody
  • Brokerage
  • Advisory and investments
  • Benefits administration
  • Application management
  • Business process management and outsourcing
  • Information management
  • IT & infrastructure

Benefits

FIS’ managed wealth services and solutions can help firms position themselves for growth with the right people, process and technology. By reducing the burden of specific operational tasks and functions, firms can more efficiently RUN their operations, allowing them to better CONNECT with their clients and ecosystems, and ultimately deliver better service and value to clients to GROW their business. 

Customers

100 financial intuitions leverage FIS’ wealth outsourcing services, supporting more than US$1 trillion in assets under administration.

Partners

Our partners in this area include:

Key Data

Year launched
1994
PRICING
  • Bespoke
  • Licence
  • Subscription (SaaS)
WEALTH MANAGEMENT CLIENTS
101-250
WEALTH MANAGEMENT USERS
1000+
Release Frequency
Annual
Implementation Methods
  • On-premise or hosted
Type of Clients
  • Bank & trust
  • Broker-Dealer
  • Financial planner
  • Global Private Bank
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • Retail bank wealth manager
  • Single Family Office
  • View Others View Less
Client Regional Presence
  • Asia
  • North America
  • Western Europe

Wealth Managed Services

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