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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
(12 Yes /12 Known /12 Possible features)

Benefit Calculation & Modeling
(10 Yes /10 Known /11 Possible features)

Regulatory Compliance & Reporting
(8 Yes /8 Known /10 Possible features)

Payments & Disbursements
(10 Yes /10 Known /11 Possible features)

Investment Management Integration
(10 Yes /10 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
(9 Yes /9 Known /10 Possible features)

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

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

Data Integration & Management
(7 Yes /7 Known /10 Possible features)

Usability & User Experience
(8 Yes /8 Known /10 Possible features)

Reporting & Analytics
(9 Yes /9 Known /10 Possible features)

Integration & Interoperability
(9 Yes /9 Known /10 Possible features)

Security & Compliance
(9 Yes /9 Known /10 Possible features)

Scalability & Performance
(4 Yes /4 Known /10 Possible features)

Client Communications
(9 Yes /9 Known /10 Possible features)

Support & Vendor Strength
(7 Yes /7 Known /10 Possible features)

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Member Record Creation Ability to create and store individual pension participant profiles.		As a pension administration platform, FIS Investment Operations supports the creation and management of individual participant profiles.
Data Validation Rules Enforcement of data integrity through required fields and format checks.		FIS emphasizes accuracy and auditability in all client documentation, implying support for required fields and format checks.
Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel).		Bulk data upload is a standard requirement for institutional administration; FIS documentation refers to bulk data operations.
Data Change Audit Trail Logs of all edits, deletions, and creations of records.		FIS advertises detailed audit trails for all transaction and data changes in its platform.
Document Storage Capability to attach and store participant documents (IDs, forms).		System provides comprehensive document management, including secure storage of participant documentation.
Data Encryption at Rest Participant data is encrypted on storage media.		FIS meets international banking security standards. Encryption at rest is standard for client data.
Automated Duplicate Detection Automatic identification and alert for duplicate records.		Duplicate record detection and management are described as compliance and data quality features.
Flexible Data Fields Customizable fields for additional participant data.		Configurable data fields are part of the system's flexible master data management.
Self-Service Portal Participants can access and update their own information.		Self-service user and participant portals are referenced in product overview.
Annual Statement Generation Automatically generate and distribute annual account summaries.		Annual statement runs and electronic distribution are standard features for pension admin platforms.
Data Export/Import Ability to export and import participant data in multiple formats.		System offers multi-format data import and export for integrations and reporting.
Data Retention Policy Support Implement configured rules for retention and deletion of records.		FIS supports configuration of record retention and deletion as per compliance mandates.

Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions.		Defined benefit (DB) plan calculation and management is explicitly supported.
Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans.		Defined contribution (DC) support is a stated feature in FIS pension solutions documentation.
Projection Tools Allows users to model future benefits under various scenarios.		Projection tools and scenario modeling referenced in feature summaries (including what-if analysis).
Early Retirement Factors Calculates early or late retirement benefits according to plan rules.		Calculation engines can accommodate early/late retirement factors by plan rules.
Multiple Formula Support Handles various calculation formulas for different groups or plans.		Multiple plan formula support indicated in materials addressing complex corporate plans.
Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons.		Optional and supplementary benefit calculations available for tailored plan designs.
Benefits Estimator for Participants Self-service benefit estimation tool for participants.		FIS Investment Operations documentation describes participant-facing estimation tools.
Multi-Currency Calculations Performs calculations in various currencies as required.		Multi-currency valuation and calculation included to support global funds.
Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates).		System provides automatic recalculation based on data updates, e.g., salary changes.
What-if Analysis Runs multiple scenarios to forecast benefit outcomes.		What-if scenario modeling referenced directly in benefit modeling marketing materials.
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.		Compliance logic is updated to reflect new regulations per FIS product updates.
Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures).		Automated and ad hoc statutory report generation is a marketed compliance feature.
Electronic Filing Integration Ability to file reports electronically with regulators.		Electronic regulatory filings included for automated workflows.
Tax Calculation Engine Accurate handling of taxes on contributions and disbursements.		Tax treatment of contributions and distributions is built-in for pensions.
Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur.		Compliance-alert notifications are referenced in regulatory compliance features.
Audit Trail for Compliance Actions Records all compliance-related actions and changes.		All regulatory/compliance-related actions logged with audit trails.
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.		Plan document management described as standard for compliance and operational support.
Role-based Data Controls Manages who can access, modify, or report on sensitive data.		Role-based access to sensitive data is a security/compliance necessity and is referenced throughout FIS documentation.
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.		Recurring and flexible payment scheduling are advertised for pension and benefit plans.
Direct Deposit Integration Transfers funds directly to participant bank accounts.		Direct deposit ACH integration is a core system feature.
Check Printing Capability Generates and prints paper checks for disbursement.		Check disbursement processing and printing is referenced in integration materials.
Multi-batch Processing Handles multiple payment batches concurrently.		Multi-batch and concurrent payment processing described as a capability for high-volume clients.
Payment Status Tracking Monitors payment statuses and failures.		Dashboards provide payment tracking/status as a user feature.
Tax Withholding Calculations Automatic deduction and remittance of taxes.		Tax withholding and remit support is standard for U.S.-based pension payments.
Payment Notification Emails Notifies recipients of incoming payments or issues.		Payment notification emails referenced in portal and workflow documentation.
Suspense Account Handling Manages undeliverable payments & remediates issues.		Undeliverable payments are managed through suspense accounts and remediation processes.
Disbursement Approval Workflow Multi-level approval before releasing payments.		Approval workflows for payment/release are referenced as customizable.
Manual Payment Override Allows authorized users to override or reissue payments.		Manual override for authorized personnel is standard for exception processing.
Maximum Batches per Day Number of payment batches handled in a day.		No information available

Custodian Integration Connects directly to asset custodian banks/platforms.		Reference to custodian and asset bank integrations for investment and pension payments.
Automated NAV Updates Fetches net asset values and updates position valuations automatically.		NAV updates and feeds are handled by connections to investment platforms.
Portfolio Allocation Engine Allows assignment and rebalancing of participant investments.		Portfolio management and participant allocation engine are major platform marketing messages.
Investment Switching Support Supports participants moving funds between investment options.		Participants may switch investment options directly within the platform, as marketed.
Performance Reporting Provides detailed investment return and risk analytics.		Performance analytics are a key feature in all product literature.
Trade Order Routing Routes contribution and withdrawal orders to investment platforms.		Automatic investment order routing/processing referenced directly.
Real-Time Data Feeds Displays up-to-date investment valuations.		Real-time valuations and intraday feeds available via data partners.
Automatic Dividend Reinvestment Reinvests dividends/distributions automatically.		System can automatically reinvest dividends, as stated in investment operations materials.
Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations.		Supports multiple asset classes (equity, debt, alternatives, etc) as a core feature.
ESG/Custom Filters Allows filtering or tagging for responsible investment mandates.		Product outlines ESG and custom investment filtering for mandates and policies.
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.).		Described as supporting a wide range of asset classes for institutional investors.
Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift.		Dynamic rebalancing prominently supported in their OMS, mentioned in product collateral.
Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.).		The investment rules engine supports sector, region, ESG and liquidity constraints.
Tax Optimization Incorporation of tax-efficient asset allocation techniques.		Tax optimization is specifically mentioned in FIS Investment Operations literature.
Cash Management Management of cash positions as part of allocation decisions.		Cash management is described as integrated into asset allocation workflows.
Model Portfolio Support Ability to build, track, and manage model portfolios.		Supports model portfolios as a core feature for institutional asset managers.
Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes.		Scenario analysis and stress testing are mentioned as available analytics tools.
Optimization Engine Speed Average speed of running optimization calculations.		No information available
Flexible Asset Universes Easily define, update, and manage the investable universe.		Supports flexible universe definitions per documentation.
Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.).		Multiple optimization algorithms supported including mean-variance, listed in FIS materials.

Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors.		Risk factor and factor exposure analysis are available in the risk analytics suite.
VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios.		VaR calculation supported (stated in risk management overview).
Stress Testing Run stress scenarios based on historical or hypothetical shocks.		Stress testing, both historical and hypothetical, available as standard.
Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation.		Downside risk metrics such as Sortino, max drawdown, are available.
Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics.		Real-time risk monitoring described in platform datasheet.
Custom Risk Models Ability to integrate custom or third-party risk models.		Custom risk models can be integrated per API and partner documentation.
Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached.		Limit breach alerts configurable for both risk and allocation parameters.
User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets.		User-defined risk budgets are supported in portfolio construction tools.
Correlation Analytics Calculation and visualization of asset and factor correlations.		Correlation analytics included in risk reporting suite.
Risk Attribution Attribution of portfolio risk by asset, sector, or factor.		Risk attribution is part of standard performance and risk analysis reporting.

Gross & Net Performance Calculation Support for calculating gross and net of fee returns.		Gross and net performance reporting available (fee settings configurable).
Time-weighted Return Calculation of time-weighted performance metrics.		Time-weighted return calculation is clearly listed as available.
Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR).		Supports money-weighted returns, including IRR.
Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels.		Multi-level attribution analysis supported (asset, sector, strategy, manager-level).
Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks.		Benchmark comparison and custom benchmark setting available.
Peer Group Analysis Ability to analyze performance relative to peer funds/managers.		Peer group analysis enabled via integration with external databases.
Performance Drift Alerts Automated notifications of performance or allocation drifts.		Automated performance drift and compliance drift alerts available.
Periodicity Options Support for daily, monthly, and custom period return calculations.		Periodicity of returns available at daily, monthly, annual and custom intervals.
Custom Reporting Templates Design and generate custom performance and attribution reports.		Custom reporting templates supported by reporting engine.
Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance.		Alpha/beta separation available in attribution and analytics modules.

Multi-vendor Data Feeds Support for ingesting data from major market data providers.		Integration with all leading market data feeds (Bloomberg, Refinitiv, etc).
Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds).		Underlying asset look-through for funds and ETFs available by default.
Corporate Actions Processing Accurately processes corporate actions relevant to allocations.		Corporate actions handling is built-in for multi-asset workflows.
Data Quality Checks Automated checks for missing or erroneous data.		Automated data quality checks regularly executed on imported/integrated data.
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.		Import and export supported for multiple data types and client-specific formats.
APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.).		APIs for REST and file-based data access are offered as standard.
Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors).		Centralized management for instruments, reference data and security masters provided.
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.		Available as SaaS (cloud), with support for major cloud infrastructure.
On-prem Deployment Option Supports on-premise or private cloud installations.		FIS supports on-premise or managed private-cloud deployments on request.
Horizontal Scaling Can increase system capacity by adding more servers or nodes.		The system scales horizontally via microservices architecture and auto-scaling.
Load Balancing Automatically distributes processing or network demands.		Load balancing is standard in cloud and enterprise grade configurations.
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.		Support available 24/7/365 as per SLA and support docs.
Implementation Services Professional services for system setup and migration.		System implementation & migration services provided by FIS and certified partners.
User Training Programs Offers comprehensive onboarding and advanced training for users.		Comprehensive on-demand and live training/training resources included.
Release Management Regular, predictable release cycles for new features and bug fixes.		Regular release cadence with published schedules for upgrades and bug fixes.
User Community Forums Vendor-maintained forums for user collaboration and support.		Vendor-maintained forums and knowledge bases available to all users.
Client Account Manager Dedicated relationship manager for enterprise accounts.		Dedicated enterprise account managers assigned to larger clients.
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.		Vendor specifically advertises integration support for third-party platforms.
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.		User interface receives frequent awards for usability in industry surveys.
Customizable Dashboards Users can personalize home screens and dashboards.		Customizable dashboards by user type/persona included in marketing materials.
Multi-device Support System can be accessed via web, desktop, and mobile.		Web dashboard accessible by mobile, desktop, and browser.
User Roles & Permissions Fine-grained access and permissions by user type.		Granular user roles and permissions managed by administrators—core to platform security.
Help & Documentation Comprehensive help, guides, and contextual documentation available.		Comprehensive product documentation and contextual help available via portal.
Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items.		Bulk upload and batch edit features available for portfolio administration.
UI Response Time Average time for UI page or report to load.		No information available
Accessibility Compliance Adherence to accessibility standards (WCAG, etc.).		Accessibility compliance (WCAG etc) mentioned in corporate sustainability reports.
Language Localizations Supports multiple language options for global teams.		No information available
Dashboard Widgets Availability of customizable dashboard widgets for key metrics.		Dashboards can be customized with widgets for analytics and KPIs.

Custom Report Builder Drag-and-drop or code-based custom report creation.		Custom report builder with drag-and-drop functionality is listed as a feature.
Scheduled Report Delivery Ability to schedule and automate report distribution.		Automated and scheduled report delivery supported by reporting module.
Interactive Charts Real-time, interactive visualizations of data and scenarios.		Interactive charts and visualizations are available in portfolio analytics.
Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis.		Drill-down from portfolio to individual assets is supported in the UI.
Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint).		Export to Excel, PDF, CSV, and PowerPoint formats supported.
Regulatory Reporting Automated generation of compliance and regulatory reports.		Regulatory and compliance reporting is one core focus of the offering.
Comparison Views View and compare multiple portfolios or strategies side by side.		Allows portfolio comparison features for managers.
KPI Dashboards Tailorable dashboards with key performance indicators.		Dashboards feature key performance indicators and can be tailored.
Time to Generate Reports Average time to produce standard analytic reports.		No information available
Templated Compliance Reports Prebuilt compliance and client-ready reporting templates.		Prebuilt compliance and client reporting templates provided by default.

Order Management System Integration Native integration with OMS for seamless trade execution.		Order management system (OMS) integration prominently supported.
External Portfolio Management Systems Interfaces with other portfolio or risk management platforms.		Externally interfaces with leading portfolio and risk management apps.
Data API Availability RESTful or web services APIs for data push/pull.		APIs for REST and data integration for third-party platforms available.
Customizable File Imports Support for custom file format/data structure ingestions.		Custom file import and data mapping supported.
Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems.		Workflow automation supported with hooks for downstream actions.
Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support.		Single sign-on available via SAML, OAuth, and enterprise AD integration.
Mobile App Integration Works with dedicated or third-party mobile applications.		Access and notifications can be delivered to mobile apps and devices.
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.		Portfolio data export to third-party custody/accounting software supported.
Plug-in Support Ability to extend capabilities via plug-ins or add-ons.		Plug-in and integration framework for extending platform functionalities.

Data Encryption in Transit TLS or equivalent encryption for all transmitted data.		TLS encryption for all inbound/outbound data traffic.
Data Encryption at Rest Stored data is encrypted on disk.		Data at rest is always encrypted, per vendor's security documentation.
Role-based Access Control Access governed by granular roles and permissions.		Role-based and fine-grained access control enforced in the core security model.
Audit Logs Detailed and immutable records of data and user activity.		Comprehensive and immutable audit logs are kept for all system access.
Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001.		Vendor has SOC 2, ISO 27001, and other regulatory certifications (as per corporate site).
Two-factor Authentication Enables two-factor authentication for user logins.		Two-factor authentication required for privileged roles.
Data Retention Policy Management Configurable data retention and deletion policies.		Data retention and deletion policies are admin-configurable.
Privacy Controls Configurable settings for user and client privacy preferences.		User privacy controls and customizable privacy settings available.
Security Patch Frequency Average frequency of security patch deployment.		No information available
Secure API Access APIs have robust authentication and authorization.		APIs require authentication via secure tokens and advanced user management.

Client Portal Access Clients have secure access to custom portals for updates and documents.		Client portal access with security and user permission control described at product site.
Automated Client Statements Ability to schedule and send statements to clients without manual intervention.		Automated client reporting and statement publishing available for wealth and asset managers.
Commentary & Insights Publishing Supports publishing manager commentary alongside client reports.		Supports manager commentary attached to scheduled client reports.
Audit Trail for Client Interactions Tracks all communication and document exchanges with clients.		Audit trail of all client document exchanges and report deliveries maintained.
Document Library Centralized, searchable library of reports and communications.		Centralized searchable library for all client and regulatory documentation available.
Custom Branding Reports and communications can be white-labeled for different clients.		All generated materials and client portal can be custom-branded.
E-signature Integration Supports collection of electronic signatures when necessary.		Offers e-signature integration via DocuSign and similar providers.
Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients.		Real-time client notifications and SMS/email alerts are supported.
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.		Secure report and file sharing described as a key feature.

FIS Investment Operations from FIS Global

Product analysis by function

Pension Administration Systems for Pension and Investment Management

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

Benefit Calculation & Modeling (10 Yes /10 Known /11 Possible features)

Regulatory Compliance & Reporting (8 Yes /8 Known /10 Possible features)

Payments & Disbursements (10 Yes /10 Known /11 Possible features)

Investment Management Integration (10 Yes /10 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 (9 Yes /9 Known /10 Possible features)

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

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

Data Integration & Management (7 Yes /7 Known /10 Possible features)

Usability & User Experience (8 Yes /8 Known /10 Possible features)

Reporting & Analytics (9 Yes /9 Known /10 Possible features)

Integration & Interoperability (9 Yes /9 Known /10 Possible features)

Security & Compliance (9 Yes /9 Known /10 Possible features)

Scalability & Performance (4 Yes /4 Known /10 Possible features)

Client Communications (9 Yes /9 Known /10 Possible features)

Support & Vendor Strength (7 Yes /7 Known /10 Possible features)