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 at every stage of your clients' wealth management journeys.

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.

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.

Modular

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

Build Your Own

Use our comprehensive package of third-party 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.

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Engage

Deepen relationships, increase productivity, and enhance digital experiences

  • Prospecting and Relationship Management
  • Onboarding
  • Digital Platform Experiences
Plan

Plan for clients' financial goals and pivot quickly to action

  • Data-led Planning
  • Planning to Action
  • Lifestage Planning Products
Invest

A comprehensive universe of solutions to help pursue investment objectives and achieve scale

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

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

  • Banking Solutions
  • Lending Solutions
  • Service
Inform

Information, data, and analytics to 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 ensure your business is prepared for what's next.1

200+

Technology Patents
Industry-leading patent ownership of proprietary technology

600K+

Daily Trades
Average daily trades executed by our capital market teams

1/3

Technology Focused Associates
One-third of our staff are talented technologists who build and service our agile solutions

 
 

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