FIS® Portfolio Management software provides a comprehensive solution for investment professionals, asset managers, and fund administrators, enabling them to boost business performance, strengthen client relationships, and gain efficiency across the entire investment lifecycle. This powerful SaaS-based platform handles real-time portfolio management, ensures regulatory compliance, and offers robust performance reporting. It further enhances operations with automated trade order management and integrated trade compliance capabilities. The tool is designed for quick and cost-effective integration with other solutions, supporting new and evolving investment strategies. Its easy-to-use, browser-based interface allows users to manage portfolios in real time from anywhere, at any time, facilitating the movement of real-time data with increased speed and accuracy throughout the investment process.

Features & Benefits

• Enhance Trade Management and Execution
  • Maintains policy control, investment statements, and performance data with comprehensive trade monitoring, alerts, and reporting.
• Manage Portfolios Anywhere, Anytime
  • Provides an easy-to-use, browser-based interface for real-time portfolio management on the user's own terms.
• Gain Real-time Investment Insight
  • Facilitates the movement of real-time data with increased speed and accuracy through the entire investment process.
• Streamline Data Movement with Investor’sView
  • Optimizes the flow of data across the investment process, enhancing speed and accuracy, particularly through its Investor'sView component.