ベンダー
English
search

Wealth Management Solutions

Email Call back Speak with an Analyst Website
Solution Profile
Request RFX from Vendor
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)

Overview

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.

Trust Accounting

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:

Key Features

  • 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

製品/サービス名 details

SOLUTION OR SERVICE TYPE
Client Account Administration Systems, Custody Management Systems, Financial Planning Systems, Front and Middle Office Wealth Management Systems, Investment Advisor Systems, Investor Websites & Portals, Wealth Management Systems STP (Front to Back Office)
sign in or sign up