Ready. Tech. Grow.
Fidelity's curated RIA solutions help you build financial plans, manage client investments, and track portfolio performance—all with support from a team of experienced professionals—so you can focus on growing your business.
Choose a tech bundle that fits your business
No matter your size or stage, Fidelity's curated tech stacks are designed to include what RIAs need—and grow with you as your needs evolve. That includes dedicated service teams to help guide you through the transition and support every step of your growth journey.
All-in-One Bundle
For advisors who need a complete, multi-custodial tech stack, this bundle combines the industry-leading Fidelity and Advyzon platforms, including CRM software.
Advisory Bundle
For advisors prioritizing managed accounts, this option features the FMAX Essentials advisory platform and seamless integration with leading technologies.
Create Your Own Bundle
For advisors looking to build a tech stack based on their own unique needs, this package of third-party and direct integrations enables an open architecture approach
What our clients are saying
One of the reasons we chose Fidelity to be our custodian is Fidelity is a family brand, well-known with a lot of trust. And that trust is something our firm wanted to build on. Our firm is very growth-oriented, and Fidelity is giving us best practices and surrounding us with good ideas.*
What our clients are saying
We evaluated various custodians, and Fidelity made sense for us because of the product and support we get. Open integration is perfect for us, and I like that we can mix and match products and solutions based on what we need.*
* The experience of this customer/clients may not be representative of the experiences of all customers/clients and is not indicative of future success.
What does it take for growing firms to continue their upward trajectory? We spoke with two firm leaders to learn where they’re focusing their efforts, how they’re differentiating their firms, and key growth strategies for long-term success.
Tech that’s ready to go for advisors looking to grow
Get powerful tech solutions and personalized service that are ready to work for you now, so you can work on growing your business.
Fidelity Institutional Wealth Adviser LLC (“FIWA”) is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. FIWA is the platform provider of Fidelity Managed Account Xchange® Essentials (“FMAX Essentials”). FMAX Essentials is a comprehensive wealth management platform consisting of advisory tools, programs and services, and investment products from Fidelity and other affiliated and unaffiliated 3rd parties. FMAX Essentials offers dedicated Fidelity service & support teams and a simplified client experience. FMAX Essentials provides investment advisory and platform services for a fee. FMAX Essentials is offered by Fidelity Institutional Wealth Adviser LLC, an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Essentials is not a brokerage product.
Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.