Wealth Management Solutions

Available from FIS

Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions
Give your clients anytime access to their account information, plus sophisticated, easy-to-use tools to manage their assets. Integrated trust technology from FIS positions you to nurture and grow your client relationships.
Start with a trust organization built on a solid trust accounting system. Our integrated trust and investment accounting solutions delivers the flexibility and responsiveness your affluent and high-net-worth clients demand. FIS’ product suite provides straight-through processing and includes:
Cash Sweep Services
Trust Account Processing
Consulting and Professional Services
Automated Annual Review Suite
Client Statement Solution
Integrated Portfolio Management System
Integrated Performance Measurement System
Online Client Account Access and Trading
Trust Operations Outsourcing

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