Traditionally, the wealth management market has focused on high-net-worth individuals who are well served by full service brokerage firms or private banks and trust companies. But the influx of the emerging and mass affluent investor offers financial institutions – banks in particular – a tremendous opportunity to increase wallet share and assets under administration with existing customers.

Fidelity Information Services Wealth Management (FIS Wealth Management) can help banks adopt an enterprise-wide wealth management model and offer more products and services tailored to the specific needs of mid-tier investors at the critical asset-growth stage. FIS Wealth Management is uniquely positioned to help banks deepen their client relationships through an understanding of the advisory model and support of proprietary and third-party products required to meet the needs of the sophisticated mass affluent market segment.

Our Wealthware™ solution suite provides the tools and services to support the advisor in building and maintaining profitable relationships with investors. Wealthware is modular and integrates with existing infrastructure to provide a holistic client view, streamline workflow and improve operational efficiencies. Our applications automate and integrate account origination, performance measurement, execution and tracking. Advisors are left with more time to focus on high-value tasks that strengthen the lifetime relationship with investors.

FIS Wealth Management has been providing a wealth management platform to the financial services industry since 1989. Our extensive securities expertise and our understanding of the advisory model provide our international client list of tier one and two financial services companies with the most comprehensive wealth management solution suite. By supporting new business models and the latest platforms and through continuous R&D, we can quickly deploy the solutions required to maintain market readiness.