Financial technology provider FIS has expanded its suite of wealth management offerings by launching a new digital advice solution.
FIS said that the new solution, which will be delivered as part of its wealth management platform, will leverage robo-advisory and automation technology from Trizic to help its customers manage smaller-balance accounts.
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The solution will automate advisor workflow covering onboarding, risk tolerance, portfolio construction, reporting and billing.
The solution will also integrate with FIS’ trust and core systems, thereby supporting the conversion of smaller balance accounts into fully managed accounts.
FIS head of wealth and retirement Mike Rogalski said: “Extending FIS’ wealth platform to include turnkey digital advice allows financial institutions to cost effectively deliver robust, high-quality wealth advisory services to nearly any customer.”
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