FIS Wealth

FIS is a financial technology company that sells banking, payments, capital markets and investment software to financial institutions and businesses. Its listed address is 347 Riverside Ave. in Jacksonville, Florida, and it says financial institutions and businesses have relied on its technology for more than 50 years.

On the wealth side, FIS sells trust accounting applications, reporting platforms and financial planning systems to investment firms and financial institutions, and extends them through a wealth partner program. First Rate adds performance measurement and portfolio analysis inside FIS trust applications and reporting platforms. Wealth Access pulls client and account data from FIS trust accounting and financial planning systems into one view. GreenHill provides bespoke client reporting, QUODD supplies market data through a cloud-based platform, R&T Deposit Solutions offers broader deposit insurance coverage, and Chicago Clearing Corporation helps clients recover more from class action settlements.

Outside wealth, FIS products include the Digital One banking platform, treasury and payments systems, and a Private Capital Suite that automates reporting and accounting for private equity. Prices are not published. This profile covers the wealth and trust offering only.