What is Core Account Processing?
A fully automated Administration, Custody, Clearing, Settlement, and Reporting system with ultra-secure accounts and transactions along with configurable financial controls for Demand Deposit Account, Checking, Savings, 401(k), or IRA accounts.
Family Offices
Self-directed accounts using an ultra-secure platform that enables Traditional and Alternative investment using a 401(k), IRA, or taxable account.
Family Offices
- White-labeled
- Manages investments and compliance
- Secure bank-grade encryption
- Scalable
- Seamless digital experience
Wealth Advisors
Upgrade to real-time, ultra-secure cloud-based digital asset custody solutions with tools that are built to scale and support your business and service offerings.
Wealth Advisors
- White-labled
- Manages investments and compliance
- Secure bank-grade encryption
- Scalable
- Seamless digital experience
Institutions
Implement the best-of-breed solution for digital account custody. Operate with unlimited scale with real-time investment transactions and reporting.
Institutions
- Fully integrated stand-alone
- Manages investments and compliance
- Secure bank-grade encryption
- Scalable
- Seamless digital experience
WHY US
Your advocate for smarter, scalable growth.
FI Services provides an ultra-secure cloud-based platform along with the services and deployment technologies that financial companies need to better serve their clients. We enable organizations to fully automate and optimize operational processes which dramatically improves efficiencies and scale.
OUR CAPABILITIES
Digital Account Custody and Administration
FI Services' platform fully automates the entire investment, custody, clearing, settlement, compliance, and reporting and processing for Traditional and Alternative assets. We provide best-of-breed technology for financial institutions that are ultra-secure, fully automated, scalable, and quick to deploy.
Get Started Today
FI Services offers the only real-time, fully automated cloud-based platform in the industry for Digital Accounts, Clearing, Settlement, and Reporting using Demand Deposit Accounts, Checking, Savings, 401(k), or IRA accounts.