product · May 21, 2026
FIS and InvestCloud Partner to Deliver Digital Client Experiences for Advisors
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FIS and InvestCloud announced a partnership this week to combine FIS back-end support with InvestCloud client engagement software for mobile-first digital experiences. Services roll out in July 2026 to six common clients before extension to FIS’s approximately 600 institutions. Sherry Baker noted the collaboration addresses fragmented advisor processes and supports asset transitions to younger generations. Dan Bjerke highlighted unified household views and AI alerts to overcome legacy tech barriers in banking-wealth convergence.
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