FIS Wealth
Wealth Management
active
Jacksonville, United States
Community Ratings
Active Users
Former Users
Overall Rating
4.5
(2 ratings)Active: 2Former: 0
Features
3.8
(2 ratings)Active: 2Former: 0
Reliability
4.4
(2 ratings)Active: 2Former: 0
Performance
4.1
(2 ratings)Active: 2Former: 0
Security
4.1
(2 ratings)Active: 2Former: 0
Value for Money
4.5
(2 ratings)Active: 2Former: 0
Customer Service
4.3
(2 ratings)Active: 2Former: 0
Ease of Use
4.2
(2 ratings)Active: 2Former: 0
Integrations
4.1
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About FIS Wealth
FIS Wealth is a comprehensive wealth management platform that provides tools for financial advisors and institutions to manage client portfolios, investments, and financial planning.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Portfolio management
financial planning
client reporting
risk management
compliance tools
Pros
Comprehensive features
robust security
scalable solutions
Cons
Complex interface
high cost
requires training
Integrations
