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FIS, InvestCloud partner to deliver AI-powered wealth management tools

FIS (FIS) and InvestCloud announced the launch of FIS digital wealth solutions, designed to give advisors and their clients a streamlined experience and a more complete financial picture across trust, advisory, and externally held accounts. The new solution leverages InvestCloud’s Advisor Workspace and Client Experience capabilities. “Financial institutions want to modernize the wealth experience without disrupting the foundation they’ve built,” said Jim Johnson, Co-President, Banking Solutions, FIS. “With InvestCloud, we’re giving clients the flexibility to deliver an intelligent front office while continuing to rely on the FIS platforms that already power their operations.”

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