at Financial Technnology Year
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FIS Asset Management
from FIS Global
An integrated order management and portfolio management solution that helps investment managers handle trading activities for a wide range of asset classes.
Category:
Order Management Systems (OMS)
Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Analysis on right >
Order Management Systems (OMS) analysis
Client Service & Support
(8 Yes /8 Known /10 Possible features)
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1. Comprehensive Service Level Agreement (SLA)
A clearly defined agreement covering uptime, support levels, and issue response.
Comprehensive SLA structure described covering uptime, support response, and escalation.
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2. Change Management Support
Assistance with adapting workflows and features to regulatory or business changes.
Change management and regulatory adaptation support is provided, as stated on the site.
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3. Client Community/Forum Access
Ability to interact with other clients and share feedback.
Client community forum and engagement channel referenced on the vendor website.
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4. Yearly System Updates
Frequency of major product upgrades and enhancements.
No information available
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5. Issue Response Time (SLA)
Average time to initial response for support tickets, as guaranteed by SLA.
No information available
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6. User Training Programs
Formal training offerings and user education.
Formal user training programs and e-learning available.
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7. Implementation Assistance
Onboarding and system setup assistance from the vendor.
Implementation services described as part of the onboarding process.
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8. In-Product Help & Knowledge Base
Accessible documentation, FAQs, and help resources within the product.
In-product help, guides, and searchable knowledge base included.
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9. Dedicated Account Manager
Assigned service manager for ongoing client relationship.
Dedicated account manager program listed in FIS client services.
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10. 24/7 Support Availability
Round-the-clock technical assistance for clients.
24/7 global technical support available.
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Scalability & Flexibility
(8 Yes /8 Known /10 Possible features)
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Performance & Reliability
(5 Yes /5 Known /10 Possible features)
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Workflow & Automation
(9 Yes /9 Known /10 Possible features)
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Data Management & Quality
(9 Yes /9 Known /10 Possible features)
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Security & Access
(9 Yes /9 Known /10 Possible features)
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Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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User Experience & Workflow
(8 Yes /8 Known /10 Possible features)
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Compliance & Risk Controls
(8 Yes /8 Known /10 Possible features)
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Integration & Connectivity
(9 Yes /9 Known /10 Possible features)
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Core Order Management
(11 Yes /11 Known /13 Possible features)
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Publicly available data, summarised using AI.
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