FIS

FIS Unity Wealth Platform

Unity offers a seamless, omni-channel user experience to front- and middle-office wealth providers, as well as high-net-worth and institutional investors. It delivers a 360° view of household accounts for the wealth advisor and investor, supporting more personalized engagements. The single platform, with robust data analytics and workflow, enables you to improve efficiencies and focus on value-added activities.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Reports on iPad

FIS Unity Wealth Platform Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders.

FIS Unity Wealth Platform has a product scorecard to explore each product feature, capability, and so much more.

  • Net Promoter Score and Planned Renewal Rates
  • Feature and Vendor Capability Breakdown
  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role

Still need assistance?

We're here to help you with understanding our reports and the
data inside to help you make decisions.

Get Assistance

Dive Into Data

Explore every product feature, vendor capability, and so much more, in our comprehensive Product Scorecard, giving you unparalleled insight into the software.