Third-Party Tools

Streamline your workflow with integrations between Fidelity and third-party technology providers.

Explore below for more details on the deep integrations that are available.

CRM

Ebix's SmartOffice is a web-based CRM and AMS solution for the insurance and financial services industry. Serving the financial services community since 1986 and in use by many of the top 20 Fortune 500® Life companies, SmartOffice is the technology choice for thousands of advisors worldwide.

Fidelity Integration Features:

  • Ability to prefill account opening information from Ebix
  • Fidelity brokerage account information provided to Ebix
learn more

Junxure® is a web-based CRM platform designed by and for financial advisors. With a broad range of advisor-specific capabilities and powerful workflow automation tools, Junxure supports enhanced productivity and elevated service levels that drive stronger client relationships and profitability.

Fidelity Integration Features:

  • Single sign-on from WealthscapeSM to Junxure
  • Direct access to select WealthscapeSM pages from Junxure
learn more

Redtail Technology is a leading provider of web-based CRM, paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement, and offering integration with many of the industry's most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.

Fidelity Integration Features:

  • Single sign-on from WealthscapeSM to Redtail
  • Ability to prefill account opening information from Redtail
  • Fidelity brokerage account information provided to Redtail
learn more

Skience is a cloud-based, Books & Records solution that builds upon your existing Salesforce platform, aggregating critical account data and bringing important information to your fingertips. It extends the functionality of Skience Enterprise by layering on top of the robust Salesforce platform for even greater client reporting, drawing on account data from over 200 sources.

Fidelity Integration Features:

  • Ability to prefill account opening information from Skience
  • Fidelity brokerage account information provided to Skience
  • Direct access to select Wealthscape pages from Skience*
  • Retrieve account information*
learn more

Salentica is a leading provider of CRM solutions and software with over 20 years of experience exclusively in CRM for financial services. Salentica is built on both Salesforce and Microsoft Dynamics 365 platforms and is designed for the unique needs of Wealth Managers, RIAs, Trust Companies and Family Offices. Salentica's CRM solutions seamlessly integrate with industry leading custodians, portfolio management systems and widely used back office tools.

Fidelity Integration Features:

  • Retrieve Wealthscape account data within Salentica
  • View client account profile, holdings, transactions and balances in Salentica CRM
learn more

Wealthbox® is a web-and-mobile CRM application for financial advisors, and integrates with Fidelity's Wealthscape.

Fidelity Integration Features:

  • Single sign-on from WealthscapeSM to Wealthbox (coming soon)
  • Fidelity brokerage account information provided to Wealthbox (coming soon)
learn more

Financial planning

eMoney Advisor is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. eMoney's solutions transform the wealth management experience for more than 45,000 financial professionals and 2 million end clients nationwide.

Fidelity Integration Features for Advisors:

  • Bi-directional single sign-on capabilities between your eMoney Advisor solutions and Wealthscape.
  • An updated client importing process that helps you to quickly build your book in eMoney, along with a streamlined household view creation, which links client and spouse accounts to a single household in eMoney.
  • Planning to Action: Contextual single sign-on to Wealthscape Account Opening, Transfer of Assets, Money Movement, Account Profile, and Service, with customer and account data prefilled from eMoney to avoid redundant data entry. Advisors can also create tasks for themselves in eMoney that link to these brokerage functions.
learn more

Fidelity Integration Features for End Investors:

  • Bi-directional single sign-on for Wealthscape InvestorSM clients and an easy and direct link to Fidelity.com for RIA clients provide convenient access to their Fidelity accounts from within their eMoney experience.
  • Broker-dealer clients can also manage their eDelivery preferences, and all users can access copies of their Fidelity documents, including statements, confirms, tax documents, and correspondence, in their eMoney Vault.
  • Brokerage Account Profile access to allow investors to modify their account's books and records information directly from eMoney.

Fidelity AMP (Automated Managed Platform), Co-developed with eMoney

Fueled by client input and demand for a digital advice solution, Fidelity and eMoney built Fidelity AMP for financial advisors and made it accessible via Wealthscape, Fidelity's new advisor technology platform. Fidelity AMP is a complete, easy-to-use digital advice solution that wealth management firms and their advisors can customize and fully integrate with their existing offerings.

MoneyGuide® makes robust goal-based financial planning fast and easy. Reach more clients profitably while addressing key financial concerns, including — running out of money, health care and long-term care costs, investment losses, asset allocation, and optimizing Social Security. MoneyGuide®, created by PIEtechSM, is easy to use and adaptable, and can help you grow your revenue, engage clients faster, and do more with your time.

Fidelity Integration Features:

  • Single sign-on from WealthscapeSM to MoneyGuide®
  • Retrieve Wealthscape account data within MoneyGuide®
learn more

Portfolio Management

Addepar

Addepar is a leading provider of technology for the wealth management industry. The company's performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company's platform.

Fidelity Integration Features:

  • Single sign-on from Addepar to WealthscapeSM
  • Direct access to select Wealthscape pages from Addepar
  • Fidelity Brokerage account information provided to Addepar
learn more

The Black Diamond® Wealth Platform is one of SS&C Advent's leading investment and financial technology solutions delivering wealth management capabilities to more than 1,200 financial institutions. By providing a suite of tools, this cloud-based platform allows advisors to manage their client's complete wealth picture through portfolio management, reporting, and rebalancing solutions which are combined with fully outsourced daily reconciliation and data management services. Black Diamond includes extensive native integrations for specific partners across financial planning, risk metrics and CRM, as well as an open API architecture and a dedicated, single point of contact service model.

Fidelity Integration Features:

  • Single sign-on from WealthscapeSM to Black Diamond
  • Fidelity brokerage account information provided to Black Diamond
  • Cost-basis synchronization and affiliate data
learn more

Envestnet | Tamarac a division of Envestnet, Inc., provides web-based performance reporting, portfolio rebalancing and CRM software called Tamarac®. This platform is geared towards independent advisors, broker dealers, and wealth managers. The comprehensive, award-winning platform combines software, services, and data, to automate portfolio and client management processes, and enables advisors to better support their clients and grow their business more profitably.

Fidelity Integration Features:

  • Order Import capabilities
  • Bi-directional single sign-on between WealthscapeSM and Envestnet | Tamarac
  • Retrieve intra-day Fidelity or WealthscapeSM account data
  • Fidelity brokerage account information
  • Cost-basis synchronization and affiliate data
learn more

Orion Advisor Services, LLC (Orion), is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term.

Fidelity Integration Features:

  • Single sign-on from WealthscapeSM to Orion
  • Direct access to select WealthscapeSM pages from Orion
  • Fidelity brokerage account and affiliate data provided to Orion
  • Digital account opening tool from Orion to WealthscapeSM
learn more

Office Tools

The Agreement Express platform allows financial institutions to design and execute consistent automated onboarding experiences across their product offerings and channels, while providing deep analytics that enable proactive and personalized client advice.

Fidelity Integration Features for Advisors:

  • Ability to prefill Custody forms within the Agreement Express platform and submit to Fidelity for processing
learn more

Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry. We provide an ultra-secure cloud-based hub that reduces the risk of cyber threats while enabling firms to be fully compliant and productive. Workplace protects your data, applications, and devices, allows information to flow securely between colleagues and clients from one application to another and gives employees the flexibility to work from whatever approved device makes them most productive.

Fidelity Integration Features for Advisors:

  • Single sign-on from Workplace to WealthscapeSM
learn more

Other Third-Party Solutions

Leverage a wide variety of technology solutions that span across over 100 systems. These solutions are available in the following categories:

  • CRM
  • Financial Planning
  • Analytics
  • Compliance
  • Data Aggregation
  • Digital Advice
  • Research
  • Trading
 
 

There was an issue with your input

 
 
 

Please confirm