FIS Wealth Management Solutions
from FIS Global
Portfolio management systems with comprehensive investment tracking, performance reporting, client relationship management, and financial planning tools. Supports multi-asset portfolios and offers digital client engagement capabilities.
Category:
Portfolio Management Systems
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
Analysis on right >
Portfolio Management Systems analysis
User Experience & Support
(6 Yes /6 Known /14 Possible features)
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1. Supported concurrent users
Maximum number of concurrent users the system can support
No information available
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2. Support response time
Average time to first response for support tickets
No information available
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3. User feedback mechanism
Process for users to provide feedback and enhancement requests
No information available
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4. Client success management
Dedicated client success resources for ongoing support
No information available
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5. Sandbox environment
Availability of sandbox or test environments
Sandbox/test environments used by implementation and integration teams.
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6. Regular updates
Frequency and transparency of system updates and enhancements
Regular updates of features and regulatory changes are described.
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7. Implementation services
Professional services for system implementation
Implementation services are offered by FIS as standard.
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8. In-app guidance
Contextual help and guidance within the application
No information available
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9. User community
Active user community for knowledge sharing
No information available
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10. Support SLA
Defined service level agreements for technical support
No information available
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11. User training resources
Comprehensive training materials and programs
FIS provides dedicated training programs and resources.
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12. Multi-language support
Availability of the interface in multiple languages
No information available
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13. Role-based access control
Granular control over user permissions based on roles
Role-based access control listed in security documentation.
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14. Interface customization
Ability for users to customize their interface and workflows
User-customizable interfaces/workflows cited as product strengths.
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Technology & Integration
(11 Yes /11 Known /14 Possible features)
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Compliance & Regulatory
(6 Yes /6 Known /13 Possible features)
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Trading & Order Management
(9 Yes /9 Known /13 Possible features)
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Financial Planning Integration
(8 Yes /8 Known /13 Possible features)
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Performance Reporting
(7 Yes /7 Known /13 Possible features)
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Risk Management
(8 Yes /8 Known /13 Possible features)
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Investment Research & Analysis
(5 Yes /5 Known /13 Possible features)
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Portfolio Construction & Management
(10 Yes /10 Known /13 Possible features)
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Client Management
(7 Yes /7 Known /12 Possible features)
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Publicly available data.
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