Technology services

Discover how to navigate today’s complex technology challenges with our team’s insights, experience, and solutions that can help you drive growth for your business.

Contact us

Deep knowledge of the technology landscape to help optimize your business


Today’s wealth managers are navigating a complex fintech environment and recognizing that technology strategy is essential to their business growth. Our Technology Consulting team has the expertise and experience to listen to your needs and challenges, assess what may be needed, and then provide a path forward with solutions that may improve your scale, performance, and growth trajectory.

94% of practice management professionals say the lack of tech integrations hinders productivity.1

When it comes to evolving and driving your business forward, Fidelity’s technology solutions can help you efficiently provide the best advice and support you can get at every stage of your and your clients’ wealth management journey.

Constant innovation

With 400+ patents and a history of industry firsts, Fidelity is re-imagining and investing in the future of fintech to help prepare you for what’s next.

Flexible technology

Open architecture solutions that enable scale, flexibility, and ease of integration.

Proven experience

Our solutions are backed by experienced consultants and world-class service.

Reliability & stability

Digital solutions built on a foundation of cybersecurity and scalability.

How our team can work with you

With an average of 21+ years of industry experience, our technology consulting team can help across four core competencies. Our approach focuses on helping clients consume technology in ways that work for them.

Core competencies:

Technology strategy
Technology strategy
Tailored support in designing and refining a tech stack that delivers seamless advisor operations and investor experiences.
Workflow optimization
Workflow optimization

Reimagine your processes to drive end-to-end workflows for account opening, money movement, trading, billing, and more to remove inconsistencies or inefficiencies.
Platform utilization
Platform utilization
Curate a fully integrated tech ecosystem incorporating Fidelity-powered solutions to drive optimized advisors, investors, and operational experiences.
Fintech marketplace assessment
Fintech marketplace assessment
Determine the most optimal technology vendors who meet your requirements.
quotes

What our clients are saying

The technology consulting team is a trusted resource for our organization. The team has valuable industry experience and has provided feedback on specific vendors, helping us narrow down our vendor selection process, and looked at our technology stack to provide suggestions on best practices and/or new technologies to make us a more efficient organization.

Colony Group

Want to know more?

Let’s talk about driving your business forward.

Contact us

Fidelity consulting services and practice management

Build your practice more efficiently, stand out from the competition, and prepare for the future with the support of Fidelity’s Client Consulting group—an experienced team focused on your success.

Learn more

Explore our latest research & insights

Spotlight
Technology is driving the future of wealth management
Learn how you can use it empower your firm and drive your business forward.
PERSPECTIVE
How generative AI will actually transform financial advice
A report from the Fidelity Center of Applied Technology exploring the potential impact of Generative AI on wealth management.
PERSPECTIVE
The incredible potential of artificial intelligence in wealth management
Explore how AI has evolved and how generative AI could enhance wealth management, when used within appropriate guardrails.

*The third parties listed are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or an endorsement by Fidelity Investments.

1. Cerulli Associates, U.S. Advisor Metrics, Specializing for Growth and Differentiation, 2023.

1186807.1
4F2F78A23D2347848E2D894441464668