FIS® Investor Portal delivers comprehensive investment management software, empowering financial firms to offer their clients on-demand access to critical financial information and trading functionalities. This platform provides real-time access to balances, positions, and detailed tax lot information, alongside industry-leading content and research, all within a highly customizable user experience. It enables clients to easily organize data, prioritize key information, and execute trades, facilitating informed decision-making. Developed and rigorously tested by experts in collaboration with major market players, the Investor Portal offers a proven, flexible, and competitive solution for financial institutions. It aims to create a relevant and personal experience for investors, enhancing engagement and retention by providing convenient access to essential tools and information. The platform also delivers meaningful, actionable content with the mobility and flexibility that modern customers expect, while empowering investment professionals to customize their services efficiently without relying on IT support.

Features & Benefits

• On-Demand Real-Time Access
  • Provides clients with immediate access to real-time balances, positions, industry-leading content, and trading capabilities.
• Customizable User Experience
  • Enables clients to easily organize data, prioritize information, and take action within a personalized interface.
• Comprehensive Investment Information
  • Delivers detailed portfolio-level balances, position and tax lot data, and research to support informed decision-making.
• Proven & Flexible Platform
  • Designed and tested by experts in collaboration with major market players, ensuring a competitive and adaptable offering for financial institutions.
• Enhanced Investor Engagement
  • Facilitates the creation of relevant, personal experiences to effectively engage, retain, and serve investors through convenient access to information and tools.
• Actionable Content Delivery
  • Ensures the provision of usable content with the mobility and flexibility that modern customers expect.
• Empowered Investment Professionals
  • Allows investment professionals to customize their services efficiently without requiring direct IT team involvement.