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, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities, and domain expertise, FIS serves more than 20,000 clients.
Designing Easy and Elegant compliance solutions for the RIA & BD industry by CCO's.
We have built a consolidated compliance portal to allow the COO to deliver, request, approve, document and archive all the daily data needed by the CCO.
We help streamline the way companies sign up their clients. We digitise and secure the entire end-to-end process saving companies time and money. Instead of receiving documents from companies by email or post, customers get that information directly in their MyDocSafe.
Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success.