Scale Advantage Reliance Trust, part of FIS, commands deep scale with more than $1.6T in assets under management and administration, presenting a substantial cross-sell lift for CITs, fiduciary services, and retirement platform integrations.

CIT Focus Specializing in Collective Investment Trusts positions Reliance to capitalize on growing retirement plan demand for cost-efficient, scalable investment vehicles; a natural entry point for partnerships around CIT administration, recordkeeping, and governance services.

Tech Backbone As an FIS company, Reliance benefits from advanced fintech platforms, enabling opportunities to upsell integrated technology solutions such as reporting, data analytics, compliance tooling, and scalable retirement administration to existing clients.

Cross-Sell Potential The combination of Reliance’s retirement and institutional market focus with FIS’s broader wealth management ecosystem creates openings to cross-sell private wealth, trust services, and retirement solutions to corporate and institutional clients.

Cost-Efficiency Trend Market demand for low-cost, scalable retirement solutions aligns with Reliance’s CIT-led offerings; position as a partner that drives efficiency and reduces total cost of ownership for retirement programs in a consolidating market.