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FREE GUIDE
Discover the Five Capabilities Your Wealth Advisory Platform Needs.
See how these five must-have capabilities provide the tools, tech, and efficiency to help you deliver tomorrow's results—today.
This guide will show you how the right elements can help drive growth.
Is your platform enabling you to be as productive as you can be? Is your portfolio construction efficient enough to help you scale yet flexible enough to meet client needs? What about support and security? It's not always easy to know what to look for in a wealth advisory platform but this guide can show what you need to know.
Flexibility and Scalability
Provides a turnkey, user-ready platform with the flexibility to customize when you're ready to scale.
End-to-End Integration
Connects the dots from investment planning to portfolio construction to execution without leaving the platform.
Simplified Portfolio Construction
Integrates investment products, SMAs, and model portfolios from leading asset management providers, making it easier for advisors to help build smarter portfolios.
Seamless Workflows
Helps drive advisor efficiency with integrated workflows that can automate administrative processes.
World-Class Service
Delivers access to world-class advisory consultants who can discuss ideas, challenge assumptions, and help advisors make informed decisions.
Fidelity brings the five capabilities to life
We're addressing the five capabilities that advisors need in a digital asset management platform.
Download the Guide- Fidelity Institutional Wealth Adviser LLC (“FIWA”) is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. Fidelity Managed Account Xchange® (“FMAX”) is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC, Members NYSE, SIPC. FMAX provides investment advisory and platform services for a fee. FMAX is not a brokerage product.