FIS Earns Top Rankings in Two Chartis Reports, Cementing Position as Capital Markets Technology Leader

Key Terms

client lifecycle management financial

Client lifecycle management is the set of steps a financial firm uses to handle a customer from first contact through ongoing service and eventual closure, including identity checks, account setup, regular reviews and service updates. Investors care because efficient lifecycle management reduces compliance risk, lowers operating costs, improves customer retention and makes revenue more predictable — think of it as a firm’s system for keeping customers healthy and well-served over time.

capital markets financial

Capital markets are places where people and organizations buy and sell long-term investments like stocks and bonds. They help connect those who need money to grow or fund projects with investors looking to earn returns over time. For investors, capital markets are important because they offer opportunities to invest, save, and grow their wealth through a variety of financial assets.

cross-asset trading financial

Cross-asset trading is the coordinated buying and selling of different types of investments — such as stocks, bonds, currencies, commodities and their derivatives — as part of a single strategy. It matters to investors because it lets them shift exposure, manage risk and capture opportunities when prices move together or in opposite directions; think of it as moving money between jars to balance risk and improve returns while cutting costs.

managed services financial

Managed services are when a business hires an outside provider to run and maintain a specific ongoing function—commonly IT, cybersecurity, networks, or back-office tasks—under a contract that includes monitoring, updates and problem resolution. For investors this matters because it creates predictable costs and recurring revenue for the provider while reducing operational risk and capital spending for the client, much like hiring a building superintendent to keep systems running so management can focus on growth.

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Key facts

• FIS has been ranked #1 in the Chartis BuySideRisk50, also claiming category wins for Breadth of Functionality, Strategy, Wealth Management, and Managed Services.
• FIS has been named a Category Leader in the Chartis RiskTech Quadrant^® for client lifecycle management (CLM) Solutions for Corporate and Investment Banking (CIB), 2026, earning the highest policy management score of any vendor evaluated.
• These recognitions validate FIS’s strategy of delivering compliance technology that spans the full investment lifecycle, from pre-trade risk and portfolio analytics to client onboarding and regulatory controls.

JACKSONVILLE, Fla.--(BUSINESS WIRE)-- FIS^® (NYSE: FIS) has been ranked No. 1 overall in the Chartis BuySideRisk50 and named a Category Leader in the Chartis RiskTech Quadrant® for client lifecycle management (CLM) Solutions for Corporate and Investment Banking (CIB), 2026, earning the highest policy management score of any vendor among the 14 evaluated. These recognitions establish FIS as the compliance technology provider of choice for buy-side institutions. With organizations facing growing regulatory complexity across the full investment lifecycle, buy-side institutions increasingly need a provider that spans pre-trade risk, portfolio analytics, and client onboarding, without stitching together point solutions.

The Chartis BuySideRisk50 ranks the 50 leading vendors of buy-side analytics. FIS ranked No. 1 overall and led four of the five scoring criteria, including outright wins in Breadth of Functionality and Strategy. It also earned category awards in Wealth Management, and Managed Services for Convertibles and Equity-Linked Instruments. Together, these recognitions reflect the depth of FIS’s Cross Asset Trading and Risk (CATR) suite, which brings together cross-asset trading, portfolio and risk management, pricing, and analytics to support complex trading and investment strategies.

In the Chartis CLM Solutions 2026 report, FIS was positioned in the Category Leader quadrant for CIB, a designation reserved for vendors that demonstrate strength across the broadest set of capabilities while showing clear execution of core strategy and innovation. FIS received the highest policy management score among all 14 vendors evaluated, reflecting its ability to deliver automated policy updates, customizable compliance frameworks, and dynamic risk-based enforcement embedded directly into client onboarding workflows. Helping to solidify its spot in the top quadrant are FIS’s capabilities in fund services, an area of growing strategic focus for financial institutions managing complex client structures and multi-jurisdictional requirements.

Andrés Choussy, President, Capital Markets, FIS said: “Compliance is no longer a discrete function that sits at either end of the investment lifecycle. As financial institutions expand into private assets, credit markets, and more complex client structures, the need for comprehensive compliance across the investment lifecycle and regulatory controls is becoming a defining factor in technology selection. FIS’s performance across both the BuySideRisk50 and the CLM quadrant reflects the investment we have made to deliver for our clients where it matters most.”

“FIS’s No. 1 placing in our BuySideRisk50 ranking reflects several key capabilities that the company brings to this space,” said Sid Dash, Chief Researcher at Chartis. “Crucially, its breadth of services, tools and platform functionality enable it to address the needs of a wide variety of buy-side players, from private credit providers and traditional asset managers through to specialist hedge funds.”

About FIS

FIS is a financial technology company providing solutions to financial institutions and businesses. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com. Follow FIS on LinkedIn, Facebook and X.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260619378521/en/

For More Information
Melanie Hesketh
Global Head of PR
FIS Global Marketing and Communications
melanie.hesketh@fisglobal.com

Nicole Alley
Vice President, Communications
FIS Global Marketing and Communications
nicole.alley@fisglobal.com

Source: Fidelity National Information Services