There was an issue with your input
Digital Assets Operational Readiness
For intermediaries—understanding how digital assets can fit into their business model is an important step in being able to provide holistic services to their clients.
Digital Assets go-to Market Planning
Regardless of how firms feel about digital assets, it is important to have a point of view on the asset type as well as be able to answer investor questions on how it may or may not fit into a financial plan.
Use our guide to develop a framework that best reflects your firm's current positioning, and help you answer important questions as you look to assess if digital assets is right for your firm and your end investors.
Digital Assets Ecosystem
As advisors engage in financial planning or investment conversations with clients about digital assets, it is important to consider the potential custody options available to investors for digital assets that are directly owned.
To provide holistic service to clients, it is important to be able understand the level of interest, knowledge and experience clients may have with digital assets. Fidelity has created a number of resources to help firms engage clients and help get them educated on key aspect of the digital asset ecosystem.
Insights for Your Clients
Investor-friendly educational articles you can share with clients who are interested in making cryptocurrency part of their portfolios.
Where do you stand on digital assets?
Whether you're thinking of offering digital assets, currently experimenting and responding to client demands, or are an active participant in the broader ecosystem, Fidelity Investments has resources to help you navigate this space regardless of your current level of expertise.Contact us Contact us