How Will AI Transform Wealth Management Tools?
FIS looks to help firms modernize the front office while continuing to rely on the FIS platforms that power their operations.
On May 21, 2026 FIS, the global financial technology specialist, announced a long-term partnership with InvestCloud, the global wealth technology expert in Jacksonville, Florida.
The partnership looks to deliver a modern wealth management solution, bringing advisor tools, client-facing digital experiences, and AI capabilities together, into a single connected environment.
“The FIS partnership is a unique platform to expand our footprint to bring differentiated capabilities to financial institutions to help them delight their wealth clients. InvestCloud brings the digital experience and AI-enabled expertise that today’s advisors and clients expect,” said Jeff Yabuki, Chairman and CEO, InvestCloud.
According to FIS, financial institutions work with fragmented systems and disparate data sources, while their clients increasingly expect an intuitive, always-on digital experience to manage wealth. The design of the FIS digital wealth solutions focuses on helping firms to deliver interactions that are personalised, secure, and actionable.
“Financial institutions want to modernise 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.”
Infrastructure-First Front Office Modernization
According to the company, the FIS digital wealth solutions integrate with FIS core wealth platforms, and allow institutions to modernize the front office without replacing existing infrastructure.
The company claimed that by leveraging InvestCloud’s Advisor Workspace and Client Experience capabilities, integrated with FIS’s core processing platforms, a single connected environment including advisor tools, client-facing experiences, and AI capabilities is provided.
Meanwhile InvestCloud assembles client data, interactions, and portfolio activity through its unified data model, powering agentic AI capabilities, helping advisors surface timely insights and actions.
“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.”said Jim Johnson, Co-President, Banking Solutions, FIS.
With FIS Code Connect leveraged, institutions can deploy FIS’ digital wealth solutions without disrupting the current framework. Built-in security controls, audit capabilities, and data governance features support supervision and regulatory requirements, while AI safeguards are designed to prevent client data from being stored or used to train models, helping to protect sensitive personal information, FIS stated in the announcement.
FIS is serving more than 600 financial institutions representing approximately $5.5 trillion in assets supported by the platforms, across a large portfolio of financial institutions. It recently partnered with community oriented BankSouth, headquartered in Lake Oconee, Georgia for the bank’s operation modernisation through fintech solutions.
Key Takeaways
- FIS partners with InvestCloud to modernize wealth management through AI and integrated digital solutions.
- The collaboration aims to provide financial institutions with personalized, secure, and actionable client experiences.
- FIS's digital wealth solutions enable modernization without disrupting existing infrastructure for financial institutions.
- InvestCloud enhances the offering with AI-enabled tools for both advisors and clients.
- The partnership addresses the demand for intuitive, always-on digital experiences in the wealth management sector.