FIS Investment Operations from FIS Global

This platform supports comprehensive investment management and reporting capabilities, focusing on performance analytics, compliance, transaction processing, and integration with existing financial systems.

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Product analysis by function

Pension Administration Systems for Pension and Investment Management

Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
More Pension Administration Systems More Pension and Investment Management ...

Participant Data Management
(0 Yes /0 Known /12 Possible features)

Benefit Calculation & Modeling
(0 Yes /0 Known /11 Possible features)

Regulatory Compliance & Reporting
(0 Yes /0 Known /10 Possible features)

Payments & Disbursements
(0 Yes /0 Known /11 Possible features)

Investment Management Integration
(0 Yes /0 Known /11 Possible features)

Actuarial Integration & Valuation
(0 Yes /0 Known /10 Possible features)

Workflow & Case Management
(0 Yes /0 Known /10 Possible features)

Security & Access Management
(0 Yes /0 Known /11 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Analytics & Business Intelligence
(0 Yes /0 Known /9 Possible features)

User Experience & Support
(0 Yes /0 Known /10 Possible features)

Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation

Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
More Asset Allocation Optimization Systems More Investment Strategy & Asset Allocation ...

Core Functionality
(0 Yes /0 Known /10 Possible features)

Risk Management
(0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)

Data Integration & Management
(0 Yes /0 Known /10 Possible features)

Usability & User Experience
(0 Yes /0 Known /10 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Scalability & Performance
(0 Yes /0 Known /10 Possible features)

Client Communications
(0 Yes /0 Known /10 Possible features)

Support & Vendor Strength
(0 Yes /0 Known /10 Possible features)

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Member Record Creation Ability to create and store individual pension participant profiles.		No information available
Data Validation Rules Enforcement of data integrity through required fields and format checks.		No information available
Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel).		No information available
Data Change Audit Trail Logs of all edits, deletions, and creations of records.		No information available
Document Storage Capability to attach and store participant documents (IDs, forms).		No information available
Data Encryption at Rest Participant data is encrypted on storage media.		No information available
Automated Duplicate Detection Automatic identification and alert for duplicate records.		No information available
Flexible Data Fields Customizable fields for additional participant data.		No information available
Self-Service Portal Participants can access and update their own information.		No information available
Annual Statement Generation Automatically generate and distribute annual account summaries.		No information available
Data Export/Import Ability to export and import participant data in multiple formats.		No information available
Data Retention Policy Support Implement configured rules for retention and deletion of records.		No information available

Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions.		No information available
Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans.		No information available
Projection Tools Allows users to model future benefits under various scenarios.		No information available
Early Retirement Factors Calculates early or late retirement benefits according to plan rules.		No information available
Multiple Formula Support Handles various calculation formulas for different groups or plans.		No information available
Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons.		No information available
Benefits Estimator for Participants Self-service benefit estimation tool for participants.		No information available
Multi-Currency Calculations Performs calculations in various currencies as required.		No information available
Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates).		No information available
What-if Analysis Runs multiple scenarios to forecast benefit outcomes.		No information available
Speed of Calculation Time taken to perform a standard benefit calculation.		No information available

Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations.		No information available
Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures).		No information available
Electronic Filing Integration Ability to file reports electronically with regulators.		No information available
Tax Calculation Engine Accurate handling of taxes on contributions and disbursements.		No information available
Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur.		No information available
Audit Trail for Compliance Actions Records all compliance-related actions and changes.		No information available
Documented Regulation Mapping Clear mapping between system controls and legal requirements.		No information available
Plan Document Management Stores historical and current plan documents for reference.		No information available
Role-based Data Controls Manages who can access, modify, or report on sensitive data.		No information available
Time to Generate Standard Report Typical time to run and export a regulatory report.		No information available

Automated Payment Scheduling Ability to set up recurring and one-time payments.		No information available
Direct Deposit Integration Transfers funds directly to participant bank accounts.		No information available
Check Printing Capability Generates and prints paper checks for disbursement.		No information available
Multi-batch Processing Handles multiple payment batches concurrently.		No information available
Payment Status Tracking Monitors payment statuses and failures.		No information available
Tax Withholding Calculations Automatic deduction and remittance of taxes.		No information available
Payment Notification Emails Notifies recipients of incoming payments or issues.		No information available
Suspense Account Handling Manages undeliverable payments & remediates issues.		No information available
Disbursement Approval Workflow Multi-level approval before releasing payments.		No information available
Manual Payment Override Allows authorized users to override or reissue payments.		No information available
Maximum Batches per Day Number of payment batches handled in a day.		No information available

Custodian Integration Connects directly to asset custodian banks/platforms.		No information available
Automated NAV Updates Fetches net asset values and updates position valuations automatically.		No information available
Portfolio Allocation Engine Allows assignment and rebalancing of participant investments.		No information available
Investment Switching Support Supports participants moving funds between investment options.		No information available
Performance Reporting Provides detailed investment return and risk analytics.		No information available
Trade Order Routing Routes contribution and withdrawal orders to investment platforms.		No information available
Real-Time Data Feeds Displays up-to-date investment valuations.		No information available
Automatic Dividend Reinvestment Reinvests dividends/distributions automatically.		No information available
Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations.		No information available
ESG/Custom Filters Allows filtering or tagging for responsible investment mandates.		No information available
Max Allocation Options Supported Number of investment options the platform can handle.		No information available

Data Export for Actuarial Valuations Standard interface to export required data for actuaries.		No information available
Mortality Table Libraries Built-in or customizable mortality and demographic tables.		No information available
Assumption Management Tools Manage and update economic/demographic assumptions.		No information available
Internal Valuation Engine Calculates liabilities and required contributions internally.		No information available
Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions.		No information available
Funding Ratio Calculation Calculates and displays funded status of the plan.		No information available
Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs.		No information available
GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards.		No information available
Valuation History Storage Archive of historical valuations and assumptions.		No information available
Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling.		No information available

Custom Workflow Designer Visual or logic-based workflows for business processes.		No information available
Case Tracking Assign, track, and escalate participant cases or requests.		No information available
Alerts & Notifications Sends real-time alerts on workflow events and deadlines.		No information available
SLA Monitoring Tracks and enforces service level agreements for request fulfillment.		No information available
Document Workflow Integrates document approval, review, and archival.		No information available
Task Assignment Rules Route cases or tasks to specific teams or users automatically.		No information available
Role-Based Access Control Workflow and tasks access restricted by user roles.		No information available
Process Analytics Metrics and analytics on workflow efficiency and processing times.		No information available
Parallel & Sequential Processes Supports multiple process routing methods.		No information available
Average Case Resolution Time Mean time to handle a standard participant case.		No information available

Multi-factor Authentication Requires an additional verification step for user login.		No information available
Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD).		No information available
Granular Permission Management Highly specific permissions for user roles and groups.		No information available
Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes.		No information available
Data Encryption in Transit Encrypts all data exchanged with the system.		No information available
Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools.		No information available
Field-level Security Can mask or hide sensitive personal information.		No information available
Automated Session Timeout Sessions end automatically after a period of inactivity.		No information available
IP Whitelisting/Blacklisting Restricts or blocks access by IP address.		No information available
Security Certification Compliance Certified against SOC 2, ISO 27001, etc.		No information available
Password Policy Enforcement Enforces complexity, rotation, and reuse controls.		No information available

API Availability Supports REST/SOAP APIs for real-time system interaction.		No information available
Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability.		No information available
Payroll System Integration Imports salary/contribution data from payroll systems.		No information available
Active Directory Integration Synchronizes users and groups with directory services.		No information available
HRIS Integration Interacts with human resources information systems.		No information available
Batch File Processing Handles scheduled upload/download of files.		No information available
Webhooks/Real-time Event Triggering Publishes system events to outside applications.		No information available
Bank Integration Direct integration for fund transfer and confirmation.		No information available
Legacy System Data Migration Assisted migration and validation of historical records.		No information available
Number of Supported Integrations Total unique, supported integration endpoints.		No information available

Custom Report Builder Users can build custom reports from system data.		No information available
Interactive Dashboards Visual, interactive dashboards with drilldowns.		No information available
Trend Analysis Identifies patterns and trends in plan participation, funding, etc.		No information available
Scheduled Report Distribution Automatic report distribution to stakeholders.		No information available
KPI Tracking Automated calculation and monitoring of key performance indicators.		No information available
Predictive Analytics Forecasts cash flows, demographics, or risk factors.		No information available
Data Visualization Tools Charts, graphs, and other visualization formats.		No information available
Export to BI Platforms Compatibility with Power BI, Tableau, etc.		No information available
Time to Generate Dashboard Average time to build and load a dashboard.		No information available

Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices.		No information available
Contextual Help Help or tooltips provided throughout the UI.		No information available
Multi-language Support System can operate in multiple user-selectable languages.		No information available
Accessibility Compliance Compliant with WCAG/ADA accessibility standards.		No information available
User Training Resources Access to guides, videos, and documentation.		No information available
Service Desk Integration Integrated or linked to IT support ticketing systems.		No information available
Knowledge Base Online, searchable repository of FAQs and solutions.		No information available
In-app Guidance Step-by-step walk-throughs for processes.		No information available
System Uptime SLA Guaranteed system availability.		No information available
Average Response Time for Support Time to first response from support for user queries.		No information available

Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.).		No information available
Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift.		No information available
Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.).		No information available
Tax Optimization Incorporation of tax-efficient asset allocation techniques.		No information available
Cash Management Management of cash positions as part of allocation decisions.		No information available
Model Portfolio Support Ability to build, track, and manage model portfolios.		No information available
Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes.		No information available
Optimization Engine Speed Average speed of running optimization calculations.		No information available
Flexible Asset Universes Easily define, update, and manage the investable universe.		No information available
Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.).		No information available

Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors.		No information available
VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios.		No information available
Stress Testing Run stress scenarios based on historical or hypothetical shocks.		No information available
Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation.		No information available
Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics.		No information available
Custom Risk Models Ability to integrate custom or third-party risk models.		No information available
Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached.		No information available
User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets.		No information available
Correlation Analytics Calculation and visualization of asset and factor correlations.		No information available
Risk Attribution Attribution of portfolio risk by asset, sector, or factor.		No information available

Gross & Net Performance Calculation Support for calculating gross and net of fee returns.		No information available
Time-weighted Return Calculation of time-weighted performance metrics.		No information available
Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR).		No information available
Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels.		No information available
Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks.		No information available
Peer Group Analysis Ability to analyze performance relative to peer funds/managers.		No information available
Performance Drift Alerts Automated notifications of performance or allocation drifts.		No information available
Periodicity Options Support for daily, monthly, and custom period return calculations.		No information available
Custom Reporting Templates Design and generate custom performance and attribution reports.		No information available
Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance.		No information available

Multi-vendor Data Feeds Support for ingesting data from major market data providers.		No information available
Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds).		No information available
Corporate Actions Processing Accurately processes corporate actions relevant to allocations.		No information available
Data Quality Checks Automated checks for missing or erroneous data.		No information available
Data Latency Typical delay between data availability and system update.		No information available
Historical Data Coverage Length of available clean historical data for analysis.		No information available
User Data Import/Export Ability to import custom data sources and export data/results.		No information available
APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.).		No information available
Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors).		No information available
Auto Update Frequency Frequency of automatic data updates.		No information available

Concurrent Users Supported Max number of simultaneous users.		No information available
Portfolio Size Capacity Number of assets that can be handled in a portfolio.		No information available
Real-time Data Update Frequency Max frequency at which live data is updated and displayed.		No information available
Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs).		No information available
Cloud Deployment Option Supports cloud or SaaS deployment models.		No information available
On-prem Deployment Option Supports on-premise or private cloud installations.		No information available
Horizontal Scaling Can increase system capacity by adding more servers or nodes.		No information available
Load Balancing Automatically distributes processing or network demands.		No information available
Disaster Recovery RPO Recovery point objective for disaster scenarios.		No information available
Disaster Recovery RTO Recovery time objective for system restoration.		No information available

24/7 Technical Support Provides around-the-clock customer support and troubleshooting.		No information available
Implementation Services Professional services for system setup and migration.		No information available
User Training Programs Offers comprehensive onboarding and advanced training for users.		No information available
Release Management Regular, predictable release cycles for new features and bug fixes.		No information available
User Community Forums Vendor-maintained forums for user collaboration and support.		No information available
Client Account Manager Dedicated relationship manager for enterprise accounts.		No information available
Uptime Guarantee Percentage uptime as contractually promised.		No information available
Bug Resolution SLA Average time to acknowledge/resolve critical issues.		No information available
Third-party Integration Support Assistance with integrating the product with external tools.		No information available
Customer Satisfaction Score Average CSAT or NPS reported by clients.		No information available

Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates.		No information available
Customizable Dashboards Users can personalize home screens and dashboards.		No information available
Multi-device Support System can be accessed via web, desktop, and mobile.		No information available
User Roles & Permissions Fine-grained access and permissions by user type.		No information available
Help & Documentation Comprehensive help, guides, and contextual documentation available.		No information available
Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items.		No information available
UI Response Time Average time for UI page or report to load.		No information available
Accessibility Compliance Adherence to accessibility standards (WCAG, etc.).		No information available
Language Localizations Supports multiple language options for global teams.		No information available
Dashboard Widgets Availability of customizable dashboard widgets for key metrics.		No information available

Custom Report Builder Drag-and-drop or code-based custom report creation.		No information available
Scheduled Report Delivery Ability to schedule and automate report distribution.		No information available
Interactive Charts Real-time, interactive visualizations of data and scenarios.		No information available
Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis.		No information available
Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint).		No information available
Regulatory Reporting Automated generation of compliance and regulatory reports.		No information available
Comparison Views View and compare multiple portfolios or strategies side by side.		No information available
KPI Dashboards Tailorable dashboards with key performance indicators.		No information available
Time to Generate Reports Average time to produce standard analytic reports.		No information available
Templated Compliance Reports Prebuilt compliance and client-ready reporting templates.		No information available

Order Management System Integration Native integration with OMS for seamless trade execution.		No information available
External Portfolio Management Systems Interfaces with other portfolio or risk management platforms.		No information available
Data API Availability RESTful or web services APIs for data push/pull.		No information available
Customizable File Imports Support for custom file format/data structure ingestions.		No information available
Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems.		No information available
Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support.		No information available
Mobile App Integration Works with dedicated or third-party mobile applications.		No information available
Batch Data Upload Time Max time required to batch-upload large datasets.		No information available
Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions.		No information available
Plug-in Support Ability to extend capabilities via plug-ins or add-ons.		No information available

Data Encryption in Transit TLS or equivalent encryption for all transmitted data.		No information available
Data Encryption at Rest Stored data is encrypted on disk.		No information available
Role-based Access Control Access governed by granular roles and permissions.		No information available
Audit Logs Detailed and immutable records of data and user activity.		No information available
Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001.		No information available
Two-factor Authentication Enables two-factor authentication for user logins.		No information available
Data Retention Policy Management Configurable data retention and deletion policies.		No information available
Privacy Controls Configurable settings for user and client privacy preferences.		No information available
Security Patch Frequency Average frequency of security patch deployment.		No information available
Secure API Access APIs have robust authentication and authorization.		No information available

Client Portal Access Clients have secure access to custom portals for updates and documents.		No information available
Automated Client Statements Ability to schedule and send statements to clients without manual intervention.		No information available
Commentary & Insights Publishing Supports publishing manager commentary alongside client reports.		No information available
Audit Trail for Client Interactions Tracks all communication and document exchanges with clients.		No information available
Document Library Centralized, searchable library of reports and communications.		No information available
Custom Branding Reports and communications can be white-labeled for different clients.		No information available
E-signature Integration Supports collection of electronic signatures when necessary.		No information available
Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients.		No information available
Multilingual Client Materials Support for generating materials in multiple languages.		No information available
Secure File Transfer Securely send account information and reports directly to clients.		No information available

FIS Investment Operations from FIS Global

Product analysis by function

Pension Administration Systems for Pension and Investment Management

Participant Data Management (0 Yes /0 Known /12 Possible features)

Benefit Calculation & Modeling (0 Yes /0 Known /11 Possible features)

Regulatory Compliance & Reporting (0 Yes /0 Known /10 Possible features)

Payments & Disbursements (0 Yes /0 Known /11 Possible features)

Investment Management Integration (0 Yes /0 Known /11 Possible features)

Actuarial Integration & Valuation (0 Yes /0 Known /10 Possible features)

Workflow & Case Management (0 Yes /0 Known /10 Possible features)

Security & Access Management (0 Yes /0 Known /11 Possible features)

Integration & Interoperability (0 Yes /0 Known /10 Possible features)

Analytics & Business Intelligence (0 Yes /0 Known /9 Possible features)

User Experience & Support (0 Yes /0 Known /10 Possible features)

Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation

Core Functionality (0 Yes /0 Known /10 Possible features)

Risk Management (0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution (0 Yes /0 Known /10 Possible features)

Data Integration & Management (0 Yes /0 Known /10 Possible features)

Usability & User Experience (0 Yes /0 Known /10 Possible features)

Reporting & Analytics (0 Yes /0 Known /10 Possible features)

Integration & Interoperability (0 Yes /0 Known /10 Possible features)

Security & Compliance (0 Yes /0 Known /10 Possible features)

Scalability & Performance (0 Yes /0 Known /10 Possible features)

Client Communications (0 Yes /0 Known /10 Possible features)

Support & Vendor Strength (0 Yes /0 Known /10 Possible features)

Participant Data Management
(0 Yes /0 Known /12 Possible features)

Benefit Calculation & Modeling
(0 Yes /0 Known /11 Possible features)

Regulatory Compliance & Reporting
(0 Yes /0 Known /10 Possible features)

Payments & Disbursements
(0 Yes /0 Known /11 Possible features)

Investment Management Integration
(0 Yes /0 Known /11 Possible features)

Actuarial Integration & Valuation
(0 Yes /0 Known /10 Possible features)

Workflow & Case Management
(0 Yes /0 Known /10 Possible features)

Security & Access Management
(0 Yes /0 Known /11 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Analytics & Business Intelligence
(0 Yes /0 Known /9 Possible features)

User Experience & Support
(0 Yes /0 Known /10 Possible features)

Core Functionality
(0 Yes /0 Known /10 Possible features)

Risk Management
(0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)

Data Integration & Management
(0 Yes /0 Known /10 Possible features)

Usability & User Experience
(0 Yes /0 Known /10 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Scalability & Performance
(0 Yes /0 Known /10 Possible features)

Client Communications
(0 Yes /0 Known /10 Possible features)

Support & Vendor Strength
(0 Yes /0 Known /10 Possible features)