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FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, consulting and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain expertise, FIS serves more than 20,000 clients in over 130 countries. Headquartered in Jacksonville, Florida, FIS employs more than 55,000 people worldwide and holds leadership positions in payment processing, financial software and banking solutions. Providing software, services and outsourcing of the technology that empowers the financial world, FIS is a Fortune 500 company and is a member of Standard & Poor’s 500® Index.

Learn More about the Unity Wealth Platform.

Luke McCabe

EVP and Global General Manager, Wealth Solutions

Award Category
Technology Providers: Unified (all-in-one) Systems
Initiative
Unity Wealth Platform
FIS’ Unity is a dynamic wealth platform that offers a seamless, omni-channel user experience for front- and middle-office professionals, as well as high net-worth and institutional investors. It delivers a 360-degree view of household accounts for both the advisor and client, supporting more personalized and collaborative engagements. With a single platform to manage transactions across all services, together with robust data analytics and workflow, you gain improved front-office efficiencies, freeing up more time to focus on business development and other value-added activities. Unity’s open architecture gives you access to a broader ecosystem, positioning you to adapt to the changing needs of investors and grow your business into the future.
Resources
VIDEO
Unity Wealth Platform

Leverage your data to get direct insight into all client accounts for personalized service and advice.

BROCHURE
Grow Your Business

Learn how Unity delivers a seamless, omni-channel experience for investors and advisors.

INFOGRAPHIC
Five Generations of Wealth

See why it is critical to build relationships and connect with all generations of wealth.