Build your own tech stack one step at a time
A simplified approach for breakaway advisors to get the tech they need, when they need it, and evolve as they grow.
- Don’t let tech hold you back: A simplified approach eases concerns that can otherwise keep advisors from following their preference to start their own firm.
- Capabilities to prioritize across three phases: We’ve provided a high-level plan that shows which solutions a new firm needs, as well as when they need them.
- Qualities and features to look for: Certain screening criteria can help advisors to select individual solutions that work well with this approach.
Integration Xchange
Explore new ways to streamline and accelerate your business growth with direct access to the most impactful fintech integrations.
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Independence Hub
Are you considering becoming an independent advisor? See how our support can help turn your unique vision and needs into reality.
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Fidelity Managed Account Xchange® (FMAX)
Discover how our wealth advisory platform may enhance the way you deliver investment advice—while driving efficiency across your business.
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