WealthscapeSM Integration Xchange

You've invested in your platform so it fits your business. We provide the integrations to help you make the most of your existing system.

Pick the Integrations that fit your platform

You can choose from Integration Services that provide direct access to Wealthscape, or you can select from an array of Third-Party Tools.

Integration Services

Direct links between your systems and Wealthscape data and products

Third-Party Tools

Integrations with over 100 third-party solutions

Workflow Core Platform Planning Advisory Investment & Retirement Products Digital Advice Consolidated Data Insights + Analytics Integration Xchange

Preview the Integration Xchange Digital Store

All your integration options in one place.

See a preview of the resources the digital store has to help you choose the most appropriate solutions for your business.

For more information or to find out how to access the digital store fill out the Let's Get Started form below.

For access to the digital store contact your Relationship Manager or Fidelity Representative.

Integration Services delivers direct access to Wealthscape

You can customize your platform with technology products and services that deliver a wide range of options to receive data and perform transactional functions.

Our Digital Store gives you the flexibility to explore and test the integrations, and simplifies your deployment process.

Application Programming Interface (API)

Embed brokerage data and functionality in your platform for real-time retrieval and processing.

Framing and linking capabilities

Link or place certain Wealthscape pages directly into your own site navigation.

Outbound transmissions

Data transmission files generated from a core brokerage system and sent to Fidelity Clearing & Custody Solutions® or third-party service providers.

Inbound file processing

A file delivery solution that provides near real-time processing for the submission of high-volume data and transactional records.

FIX integrations

Integration services for customers of Fidelity Clearing & Custody Solutions® who use Financial Information eXchange (FIX) and third-party order management systems.

Security

Uses common security protocols across integration services and the platform.

Contact your Relationship Manager or Fidelity Representative for access to the digital store.

Learn more about Third-Party Tools

Select from over 100 third-party providers and find the integrations that best fit your existing platform.

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