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To drive new growth, firms require flexible and scalable wealth management solutions to extend and enhance their current wealth market offerings. Offering wealth management technology and support solutions that enhance transparency, collaboration, and consistency, FIS helps firms stand out by providing a better customer experience to attract, grow and nurture customer relationships.
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LICENSING & DEPLOYMENT
- Cloud Hosted
- Web-based
Knowledge Base
- Help Guides
- Video Guides
FIS Wealth and Retirement Pricing
Pricing Type
-
Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
FIS Wealth and Retirement Reviews
Damon Routzhan, at Concrete Candles
Posted on Jul 19, 2021
One of the best automated wealth management solution for my company!
Review Summary
We at Concrete Candles use FIS WealthStation as wealth management software. It provides all the tools that are needed to help enhance our service, streamline the processes, and provide an end-to-end wealth management solution for the company.
Since this software helps to automate the workflow with the use of advanced technology, it hence helps the advisors to find the time and concentrate on other important things such as securing client relationships.
Pros:
- Provides an end-to-end wealth management solution
- The software integrates various systems and tools across the organization which helps to create a seamless, front-to-back office platform and offers a clear client focus.
- Helps to improve productivity levels at wealth and finance relevant organizations such as brokerage firms, insurance companies, banks, and more.
Cons:
- It is expensive and start-up businesses might not be able to afford it
- Can’t be used by all companies
- There is a lot of back end work that goes behind the integration process so that the software can transfer data between varying systems.
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