FIS Professional Portal is a dedicated financial advisor portal designed to integrate all internal and third-party solutions, offering robust identity management for these solutions and ensuring compliance with regulatory requirements for PII data. It supports multiple user personas, making it adaptable to various roles within an organization. The portal streamlines workflows, provides relationship-level views, and includes comprehensive trading features, all aimed at increasing the productivity of investment professionals and enabling them to serve their customers more effectively. Its flexible user interface and configurable, data-driven dashboards allow teams to prioritize information relevant to them and their clients. When used alongside FIS Investor Portal, it also provides valuable insights into customer interests and activities. The portal empowers investment professionals by combining data with enhanced workflows and actionable dashboards, delivering unmatched client servicing functionality. It harnesses the power of data by drawing from multiple sources, including "golden copy" back-office data, third-party research, and best-in-class tools. This integration of data with configurable dashboards offers a clear and comprehensive view into customers’ financial pictures, helping professionals gain more value.

Features & Benefits

• Integrated Solution & Identity Management
  • Integrates all internal and third-party solutions, providing robust identity management for these.
• Regulatory Compliance
  • Satisfies regulatory requirements for PII data, ensuring adherence to industry standards.
• Multi-Persona Support
  • Supports multiple user personas, adapting to various roles and access needs within an organization.
• Streamlined Workflows & Client Views
  • Offers streamlined workflows and relationship-level views to enhance operational efficiency and client understanding.
• Comprehensive Trading Features
  • Includes comprehensive trading features to support the diverse needs of investment professionals.
• Flexible UI & Configurable Dashboards
  • Features a flexible user interface and configurable, data-driven dashboards, allowing teams to focus on key information relevant to their clients.
• Enhanced Client Servicing
  • Combines data with enhanced workflows and actionable dashboards to provide unmatched client servicing functionality.
• Powerful Data Aggregation
  • Draws on data from multiple sources, including "golden copy" back-office data, third-party research, and best-in-class tools.
• Customer Insights (with Investor Portal)
  • When used in conjunction with FIS Investor Portal, provides valuable insights into customers’ interests and activities.