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.

Total Solution

Use WealthscapeSM, our all-in-one, configurable platform solution.


Combine our platform with third-party solutions to help meet your needs.


Use our comprehensive package of fintech and direct integrations to enable an open-architecture approach.

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.


Deepen relationships, increase productivity, and enhance digital experiences.

  • Prospecting and Relationship Management
  • Onboarding
  • Digital Platform Experiences

Plan for clients' financial goals and pivot quickly to action.

  • Data-Led Planning
  • Planning to Action
  • Lifestage Planning Products

Invest in a comprehensive universe of solutions to help pursue investment objectives and achieve scale.

  • Investment Products
  • Portfolio Management
  • Trading
  • Advisory Solutions and Digital Advice

Scalable, simple digital service and maintenance experiences and tools make it easier to do business and serve investors.

  • Banking Solutions
  • Lending Solutions
  • Service

Information, data, and analytics help protect your business decisions and better anticipate needs.

  • Reporting
  • Analytics
  • Security and Compliance
  • Consulting

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.


Technology Patents
Industry-leading patent ownership of proprietary technology


Average Daily Trades
Average daily trades executed by our capital markets teams


Technology-focused Employees
Twenty-Five percent of Fidelity's staff are talented technologists building and servicing our agile solutions


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