ADVISORY PLATFORMS
Separate Account Network®
Gain access to institutional investment managers that provide active portfolio management designed to help meet your clients' needs for greater tax efficiency and control over their investments.
A unified platform for managed portfolio
Fidelity's Separate Account Network gives you the ability to outsource* all or a portion of your clients' portfolios to third-party investment managers.
- 700+ Separate account managers1
- Over 3,000 investment disciplines1
- Access due diligence, manager selection, asset allocation, performance reporting and fee billing
Fidelity Separate Account Network makes it easier for you to research separate account managers that meet your needs. You can use the Informa Investment Solutions tool, available to you at no additional cost on Fidelity's platform, to perform your own research.
* Outsourcing refers to hiring of a 3rd party to manage investment vehicles only. Advisor retains overall fiduciary responsibility for management of the investment account.
1. As of November 30, 2024