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Technology & Products
Business led. Future driven.
When it comes to evolving and driving your business forward, Fidelity's technology solutions can help you efficiently provide the best advice and support you can get at every stage of your clients' wealth management journey.
Business-Led, Future-Driven Solutions
See how we can help you leverage the right technology and solutions to run your business and deliver exceptional experiences.
Easily integrate with our flexible solutions
Our open architecture and robust integrations enable you to customize technology to align with your unique business strategy. With a leading-edge user experience and a strong focus on cybersecurity, our platforms are designed to drive efficiency and engage customers.
WealthscapeSM Platform
Empowering the full wealth management journey
See how our full suite of products can help you deliver more value to clients at every step of the relationship — from acquiring new customers to planning and implementing an investment strategy aligned with their specific goals. We keep the focus on helping you optimize client experiences to help you grow your book of business.
Driven by innovation and resources
As a private company backed by 30+ years of continual innovation, we invest heavily in technology and advancing our capabilities to help to ensure your business is prepared for what's next.
200+1
Technology Patents
Industry-leading patent ownership of proprietary technology
259K+1
Average Daily Trades
Average daily trades executed by our capital markets teams
25%1
Technology-focused Employees
Twenty-Five percent of Fidelity's staff are talented technologists building and servicing our agile solutions
- 1. Fidelity technology team as of December 2020.