Managed Account Solutions

Fidelity delivers robust managed account platform capabilities via a strategic integration with Envestnet — one of the most comprehensive and integrated solutions available in the market.

Fidelity Managed Account Solutions

The demand for managed accounts has been growing rapidly, with $6.0 trillion in AUM in 2018, and projections to hit $10 trillion by 2022 according to Cerulli Associates*.

  • Trust Fidelity and Envestnet to provide what we consider the best in managed accounts, enabling advisors to focus on their goals.
  • We're committed to investing in our integrated solutions as the industry evolves, so you can rely on us to be on the cutting edge.
  • Our mission is to help you grow your wealth management business by giving you flexibility to deliver managed accounts on your terms.
ProductConsultingProductManagementRelationshipManagementDeploymentTrainingSupportManaged AccountSolutions®Over 50Dedicated MAS team members650kClient accountsOver $135BIn managed account assets14+ yearsInvestment in technology integration

As of December 2019

Managed Account Solutions® Overview

Investment Advisory Programs
  • Wrap Strategist Program
  • Unified Managed Account Program
  • Separate Account Program
  • Rep-Advised Models
  • Home Office Models

Gain access to

Advisory & Administrative Services
  • Integrated delivery & administration
  • Portfolio construction & monitoring
  • Overlay portfolio management
  • Due diligence
  • Client profiling
  • Proposal generation
  • Asset allocation
  • Portfolio diagnostics
  • Fee administration
  • Investment policy oversight
Home Office & Financial Support
  • Dedicated home office support desk
  • Robust reporting
  • Trading and reconciliation
  • Training & education support
  • Practice management support
  • Home office consulting services:
    Program architecture, best practices, competitive insight, and peer benchmarking
  • Compliance oversight
  • Platform enhancements

Industry-Leading Integration throughout the Managed Accounts Process

ProposeSet UpTradeSuperviseAnalyzeBillStraight-through processingMANAGED ACCOUNTS PROCESSConsultation, deployment, training, and service
Straight-through processingMANAGED ACCOUNTS PROCESSConsultation, deployment, training, and serviceProposeSet UpTradeSuperviseAnalyzeBill

Additional Resources

Looking for a workplace managed account offering to support your retirement needs?

Consider Fidelity Portfolio Advisory Solutions at Work

Fidelity Model Portfolios are now available within MAS.

Learn More

Link goes to Fidelity InstitutionalSM, a company that is affiliated with Fidelity Brokerage Services LLC and National Financial Services LLC.

Advanced Modeling & Rebalancing
Separate Account Network
  • *Industry data is from Cerulli Associates, as of December 31, 2018.
  • Fidelity defines "MAS Integration" in three ways: 1) enabling advisors to work seamlessly between Fidelity's WealthscapeSM software and Envestnet's managed accounts software, 2) Enabling the Home Office to work seamlessly between Wealthscape and Envestnet, 3) providing the end-investor both managed and nonmanaged account asset information on Wealthscape InvestorSM.
  • $135B in managed account assets represents assets under management, assets under administration, and assets under performance reporting agreements as of December 31, 2019.
  • All other data based on Fidelity information as of December 31, 2019.
  • Fidelity Model Portfolios are made available to financial intermediaries on a non-discretionary basis by Fidelity InstitutionalSM, a registered investment advisor, and this site is provided by Fidelity InstitutionalSM.
  • * Industry data is from Cerulli Associates, as of June 30, 2017
 
 

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