Brokerage
WealthscapeSM operations
Discover Wealthscape's productivity solutions that can drive efficiencies across the front and back office.
Helping you simplify your operations
A suite of solutions designed to help you scale your business for the future.
Fidelity solution
Turnkey solution through our WealthscapeSM platform
Wealthscape's Service Center is the primary communication and problem resolution tool between your firm and Fidelity. Listed service items represent the different service-related communications initiated by your firm.
This suite of integrated tools enables efficient workflow and processing, and pre-trade and post-trade supervision.
- Rules engine
- Review & Release
- Order Query
- Investment Professional
You can receive high-level informational and actionable items while navigating the WealthscapeSM platform:
- NIGO* event notifications and alert subscription options
- Front office self-service status and NIGO correction
As part of the Wealthscape operations experience, you can receive:
- Robust and configurable report offering.
Modular
Combination of WealthscapeSM and third-party solutions
Saifr compliance tools
These tools offer powerful safeguards against compliance risks, giving you intelligent risk management that's fast and proactive.
Workflow / Business Process Manager (BPM)
These productivity solutions drive efficiencies across the front and back office:
- Document Management
- End-to-end Transaction Processing
- Professional Services
- Integrate seamless processes with strategic vendors
Build your own
A proprietary, firm-branded experience using Fidelity and third-party APIs
We have proven experience helping firms navigate the complex technology landscape.
Want to know more?
Let's talk about technology solutions for your business.
*NIGO: Not in good order
Screenshots are for illustrative purposes only.
Fidelity Investments® is comprised of several legal entities that provide a variety of services to intermediaries and other institutional clients including but not limited to clearing, custody, and brokerage services provided by National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. None of the legal entities that comprise FBS and NFS have been involved with the preparation of the content supplied by Saifr nor do they guarantee, or assume any responsibility for its content, notwithstanding their affiliation with Saifr.
WealthscapeSM, an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS').