Focus on the big picture and take control of your future with comprehensive wealth management technology and services
Wealth as a Service
Download product sheetWealth management as a service
FIS® Wealth as a Service can make all the difference between simply running your business and actively growing it. Our modernized and agile wealth management technology, backed by a comprehensive global outsourcing and asset servicing model, puts you firmly in control of your core business.
Our suite of wealth management outsourcing services and technology, combined with deep wealth expertise, broad reach of global investment markets and knowledge of local market nuances, positions you to meet the demands of clients more effectively.Awards
FIS® is honored to have received numerous industry awards for our innovations, operational excellence and high-quality customer service in the wealth management arena.
Insights for Wealth Management Outsourcing
Empowering wealth providers to drive new growth
Gain valuable insight into what firms need by way of operational changes to empower growth with research provided by Compeer.
Download reportOutsourcing intelligence for financial institutions
This WealthBriefing research takes a deeper dive into attitudes toward outsourcing and BPO, activities being outsourced and what the challenges might be.
Download white paperBPaaS: From a cost play to a growth strategy
Increase your agility and scalability with wealth management outsourcing via business process as a service.
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Data Aggregation Services for Held Away Assets
Gain a comprehensive view of a client’s entire financial picture, including assets held away from direct management.
FIS Securities Processing Suite
Improve your cost structures, optimize your operations, reduce cost and risk, and increase your competitiveness by responding quickly to new customer demands.
Trust Accounting
Upgrade to a trust accounting platform that allows you to contend with changing regulations, cost pressures and complex IT structures in a more cost-effective way.
Legal Disclaimer
Services offered within the United Kingdom are provided by Platform Securities LLP, a limited liability partnership, registered in England and Wales under No. OC301316. Authorized and regulated by the Financial Conduct Authority (FCA), (FCA firm reference number 214206). A member of the London Stock Exchange and an ISA plan manager. For more information, visit Platform Securities.