FIS (NYSE: FIS) and InvestCloud announced a partnership to deliver digital wealth management solutions that integrate advisor tools, client experiences, and artificial intelligence capabilities into a single platform.

The solution combines InvestCloud's Advisor Workspace and Client Experience technology with FIS's core processing platforms, allowing financial institutions to modernize their front-office operations without replacing existing infrastructure. The platform uses InvestCloud's unified data model to power AI capabilities that help advisors identify insights and actions across client data, portfolio positions, and transaction history.

Financial institutions can deploy the solution through FIS Code Connect without disrupting current systems. The platform includes security controls, audit capabilities, and data governance features designed to meet regulatory requirements. AI safeguards prevent client data from being stored or used to train models, according to the companies.

"Financial institutions want to modernize the wealth experience without disrupting the foundation they've built," said Jim Johnson, Co-President, Banking Solutions at 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."

Jeff Yabuki, Chairman and CEO of InvestCloud, said the partnership expands the company's footprint to bring capabilities to financial institutions. "InvestCloud brings the digital experience and AI-enabled expertise that today's advisors and clients expect," he stated.

FIS serves more than 600 financial institutions representing approximately $5.5 trillion in assets across various types of wealth management firms, including large financial institutions, community banks, private banks, and registered investment advisors.