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Bringing the best of Fidelity to wealth management firms
Learn how broker-dealers supporting various business models—including banks and insurance, independent, full service, and institutional firms—leverage Fidelity's platform to grow their businesses.Contact Us
Why wealth management firms and institutions choose Fidelity
With over 75 years of exceptional client service, Fidelity delivers more industry experience and insights, personalization, and flexibility.
We understand wealth management institutions and firms
Fidelity can help you drive your wealth management profitability with an emphasis in four key areas of growth:
- Your impact, with technology that drives efficiency and better experiences.
- Your clients' portfolios, with flexible technology and strong integrations.
- Your business, with seamless onboarding methodology to launch growth.
- Your brand, with a dedicated team focused on your future success.
TECHNOLOGY & PRODUCTS
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.Learn More
Practice Management & Consulting
At Fidelity, our goal is simple: to help you build a successful, future-ready business. By staying on top of trends and industry changes, we constantly evaluate the market to see what's coming next—and where your business is headed.Learn More
The right information to help you work smarter, stand out from the competition, and stay focused on the future.
- 1. Cerulli Report Dec 2019 - Dec 2022, 3-year CAGR of total client AUA on platform.