Bringing the best of Fidelity to wealth management firm

Learn how broker-dealers and affiliated RIAs across business models—including bank, insurance, independent, full-service, and institutional firms—leverage Fidelity’s integrated platform to accelerate growth, scale efficiently, and deliver greater value.

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Why wealth management firms and institutions choose Fidelity

Built to support your growth from day one

From a proven onboarding experience to dedicated relationship and service teams, we help broker-dealers harness the power of Fidelity to build a strong foundation and scale with confidence.

Integrated technology to help you scale efficiently and deliver client value

Deliver streamlined advisor and investor experiences with configurable technology, 200+ integrations, and seamless access to a broad range of products and solutions.

Expertise to help you unlock new opportunities

Tap into consultative support, industry insights, and a community of wealth managers to navigate change and grow in an evolving market.

Firms of all types grow faster with Fidelity

Fidelity's total on platform client AUA growth outperforms industry AUA growth.¹

We understand wealth management institutions and firms

Fidelity helps wealth management institutions and firms advance their business and enhance the value they deliver supported by capabilities focused across four key areas:

With integrated technology that drives efficiency and streamlines how you work
With flexible solutions and a broad investment offering that expands what you can deliver
With a proven onboarding approach that supports expansion
With a dedicated team focused on your long-term success

solutions

Technology, Wealthscape, and investment and retirement products

Fidelity offers investment and retirement products and the technology platform Wealthscape with digital advice solutions and eMoney integration.

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consulting

Practice management & consulting

At Fidelity, our focus is helping you build a successful, future-ready business. With insights and guidance connected across our platform, we help you stay ahead of industry trends and navigate what’s next.

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