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We're ready to help you consider independence
Fidelity's consultants will be by your side from the time you first think of making a move—helping you find your path, complete your transition, and thrive as an independent financial advisor.Contact Fidelity
Customized technology and solutions
Our significant investment in technology allows us to offer flexible open architecture platforms and broad product and solution lineups.
“So we probably have 10 or 12 different software companies that we work with, and the core of it is Fidelity’s platform. And the great thing about the tech stack is all of these companies are integrating with one another and with Fidelity’s platform.”
—Amir Monsefi, Co-Founder and CEO of AIRE Advisors
Fidelity solutions to help you explore becoming an independent RIA
Whichever business model you choose, we offer the platforms, investment products, and consulting services you need to help you achieve your goals.