FIS wealth operations · Enterprise portal
Client onboarding & data connectivity
Independent tracking for each client's LOA, connectivity, and file status — rolled up into one firmwide view.
Portfolio health
All clients, one view
LOA / connectivity / files at a glance — click any row to open the client
On track / complete
Needs attention
Critical / blocked
Not started
| Client | LOA | Connectivity | Files |
|---|
Client list
Outstanding items
| Client | Relationship manager | LOA | Connectivity | Files | Next action |
|---|
← Back to firm overview
Automated legal routing
Letter of authorization workflow
Custodians
Configured & active
Files received
Files missing
Pending receipt
Active alerts
Require attention
Automated file monitoring
File receipt status
| Custodian | File | Comment | Volume | Progress | Status | Exp. arrival | Act. received | Exp. delivery | Act. delivery |
|---|
Live ingestion feeds
Custodian rail status
Shared infrastructure all 20 clients connect through