FIS® Investor Portal provides investment management software that gives your clients on-demand access to real-time balances, positions, industry-leading content and trading capabilities, all within a customizable user experience. Clients can easily organize data, prioritize what’s most important to them and take action.
From portfolio-level balances, position and tax lot detail to research, your customers get all the information they need to make the best decisions. Investor Portal is designed and tested by our own experts working closely with major market players, so you can provide a proven offering that’s flexible and competitive.How FIS empowers consumers
Discover an investment management platform that delivers a content-rich consumer experience
Create a relevant, personal experience
Effectively engage, retain and serve investors with convenient access to information and tools
Provide meaningful, actionable content
Deliver usable content with the mobility and flexibility your customers expect
Empower your investment professionals
Enable your investment professionals to customize their services without requiring your IT team’s time