FIS Trust Accounting Solutions offer future-ready wealth management technology designed to support diverse trust accounting and asset management strategies. These solutions provide advanced automation, comprehensive transaction support, real-time processing capabilities, and robust regulatory reporting, all while ensuring the scalability needed for future growth. The software is engineered to enhance client features and reduce operational barriers, allowing organizations to efficiently achieve their strategic goals. It ensures accurate data and recordkeeping, supports multiple business lines, and streamlines operational processes.

Users gain real-time access to critical information through a standard desktop browser, facilitating world-class client servicing. The platform is capable of supporting private banking, personal trust, and institutional trust operations, with controlled access to sensitive data. Furthermore, it includes highly flexible and integrated cash management features designed to maximize investment income. FIS offers tailored trust accounting platforms like AddVantage for high-speed client access, Charlotte for community-sized institutions, Global Plus for straight-through processing, and TrustDesk for forward-looking wealth management.

Features & Benefits

• Real-time Information Access: Speed your way to the data needed for world-class servicing through a standard desktop browser.
• Support for Multiple Business Lines: Supports private banking, personal trust, and institutional trust, all with controlled access to sensitive data.
• Automated Cash Management: Provides highly flexible and integrated cash management for maximized investment income.
• AddVantage Platform: Delivers the latest technology and high-speed access for modern client business needs.
• Charlotte Platform: Helps community-sized independent banks and trust companies attract, service, and grow client relationships.
• Global Plus Platform: Offers straight-through processing with a wide range of functionality to drive efficient operational goals.
• TrustDesk Platform: Delivers forward-looking wealth management technology to optimize clients' financial performance.