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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 UsWhy 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.
Extensive experience helping firms onboard with a broader business strategy
From our proven onboarding process to our dedicated relationship and service management teams, our people leverage the power of Fidelity to set broker-dealers up for success.
Technology designed to help you grow, drive efficiency, and deliver client value
Designed to deliver streamlined advisor and investor experiences, our technology is fully configurable with 200+ integrations and gives you seamless access to hundreds of products and solutions.
Expertise that can drive growth for your business
Tap into our consultative team, industry insights, and community of wealth managers to propel your growth in a quickly evolving market.
Client growth on our platform beats industry standards
Fidelity's total on platform client AUA growth outperforms industry AUA growth.1
Want to know more?
Call us at 866.273.2130 or use the button below to find out how Fidelity can partner with you to grow your business.
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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.
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PRACTICE MANAGEMENT
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 MoreThe 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.