New FIS wealth management platform brings rich data insights to the client relationship

New FIS wealth management platform brings rich data insights to the client relationship
09.06.2020 02:05 pm

New FIS wealth management platform brings rich data insights to the client relationship

Wealth Management , Data

As investors of all ages seek advice for weathering the current uncertain investing environment, financial technology leader FIS™ (NYSE: FIS) today announced a leading-edge wealth management platform that gives wealth managers the data and insights they need to better understand and serve the needs of their multi-generational clients.

FIS Unity leverages open application programming interfaces (APIs) to provide wealth managers an integrated, 360-degree view of a client’s financial assets across multiple financial providers. Using the system’s industry-leading analytics tools and intuitive dashboards, wealth managers can gain insights into their clients’ investment history, lifestyle changes and investing preferences – enabling managers to offer personalized investment recommendations that meet clients’ current and future needs.

In addition, the platform makes use of advanced data analytics along with fully integrated workflows to automate and streamline processes, enhance efficiency and lower operational costs. The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.

“Unprecedented levels of market volatility have made it more important than ever that wealth managers and advisors have a complete, accurate picture of their clients’ assets and remain connected anytime and anywhere,” said Brian DuVal, Head of Wealth and Retirement at FIS. “During this time, investors still expect accurate, insightful guidance when they need it, and the Unity solution prepares advisors with a rich, holistic view of their clients’ assets.”

AMG National Trust Bank chose FIS Unity to enable its advisors to provide a more personalized experience to the clients it has been serving for more than 45 years.

“We serve multiple generations of clients who all have very different expectations when it comes to investing,” said Don Seacrest, SVP Operations at AMG National Trust Bank. “By modernizing our wealth management system on the FIS Unity platform, we will be better able to address those differing needs and grow those relationships.” 

 

Learn more about FIS Unity in this video or on the FIS website.

Related News

Leading Vietnamese bank selects Temenos Infinity Wealth to bring pioneering wealth management services to investments market

Temenos (SIX: TEMN), the banking software company, today announced that Military Commercial Joint Stock Bank (MB) has selected Temenos Infinity Wealth to... Read more »

Avaloq partners with InvestSuite to bring automated investment storytelling to its open banking marketplace

The new fintech in the Avaloq.one Ecosystem offers a unique digital investment solution, StoryTeller, to extend the Avaloq offering and help... Read more »

Corfinancial teams up with technology consultancy F2 Strategy

corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy... Read more »

Refinitiv expands its digital capabilities for Wealth Managers with the launch of Refinitiv Digital Investor

Refinitiv continues its commitment to the Wealth Management industry with the launch of ... Read more »

Avaloq named Outstanding Wealth Management Technology Implementation – Back Office partner

Avaloq has been named Outstanding Wealth Management Technology Implementation – Back Office partner at the Global Private Banking... Read more »

additiv launches its KickStarter™ offering for DFS Wealth Management PaaS Platform on Microsoft Marketplace

additiv, a leading Software as a Service (SaaS) provider to the wealth management industry, launched in April 2020 an industry first: a rapid, risk-free route... Read more »

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel