FIS® Investor Services Suite is a comprehensive solution designed to cater to the unique needs of alternative and traditional fund managers operating in an ever-changing investment landscape. This suite streamlines end-to-end processes, enabling fast customer onboarding through digital means. Key functionalities include secure ID verification, customizable risk-based Anti-Money Laundering (AML) and Know Your Customer (KYC) checks, and advanced investor screening, all designed to ensure compliance across various jurisdictions. The platform effectively manages complex investor servicing operations at scale, offering features such as Straight Through Processing (STP) payments for efficient cash management, sophisticated fee engines for accurate calculations, and customizable reports to enhance stakeholder engagement. With integrated workflow management tools and a multifunctional portal, the suite enhances digital client interactions and simplifies processes, ultimately ensuring exceptional client service and significant operational efficiencies. It aims to improve overall efficiency by seamlessly integrating with existing systems, simplify the management of complex global investments and intricate fund structures, and help fund managers exceed the expectations of savvy investors through advanced digital solutions and tailored investment options.

Features & Benefits

• Digital Onboarding & Multi-Jurisdictional Compliance
  • Enables swift and secure digital customer onboarding while ensuring adherence to multi-jurisdictional regulatory requirements.
  • Secure ID verification
  • Customizable risk-based AML and KYC checks
  • Advanced investor screening
• End-to-End Operational Streamlining
  • Manages complex investor servicing operations at scale, from cash management to reporting.
  • STP payments functionality for efficient cash management
  • Sophisticated fee engines for accurate calculations
  • Customizable reports for stakeholder engagement
• Integrated Workflow & Client Engagement Portal
  • Provides tools to enhance digital client interactions and simplify internal processes.
  • Integrated workflow management tools
  • Multifunctional client portal
• Seamless System Integration
  • Improves overall operational efficiency by allowing seamless integration with existing systems.
• Simplified Global Investment Management
  • Simplifies the management of complex global investments and intricate fund structures.
• Elevated Investor Experience
  • Helps exceed investor expectations through advanced digital solutions and tailored investment options.