Technology is driving the future of wealth management

Learn how you can use it empower your firm and drive your business forward.

Technology is driving the future of wealth management

Learn how you can use it to empower your firm and drive your business forward.

The Digital Empowerment Framework

Fidelity introduced its Digital Empowerment framework to help wealth management firms take a structured approach to managing and applying their technology. Achieving Digital Empowerment is not a one-and-done task; it is instead an ongoing, iterative process across three domains:

Strategy

An introduction to Digital Empowerment, including how firms can develop goals and principles to guide and align their technology management and usage to support their business strategy.

Design

A guide to selecting individual technology solutions and using those building blocks to construct a cohesive technology ecosystem that supports integrated workflows and helps create exceptional user experiences.

Activation

Considerations for firms to develop and implement user engagement and support programs, to drive adoption and optimal usage of technology, effectively integrating their technology with their people.

ASSESSMENT

How well does your firm use technology?

Take our assessment to understand how your firm is doing and get specific resources to help you create lasting change.

Take the assessment

FEATURED WHITE PAPER

Build your own tech stack one step at a time

A simplified approach for advisors starting their own firms to get the tech they need, when they need it, and evolve as they grow.

PRODUCTS

Optimize your tech stack with our Integration Xchange

Build a better technology experience with access to hundreds of integrations to help you drive efficiency and differentiate your business.

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