Fidelity Alliance Network
Access discounts and special offers on products and services from a curated list of providers experienced in the wealth management industry, as well as discounts and special offers for your clients. Offers fall under the pages listed below.
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Technology & Operations
Enhance the client experience and drive operational efficiency by harnessing technology effectively.
Service Provider | Discount | Contact Information | |
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FinteractSM Talk to your peers about efficiently optimizing operations and harnessing technology |
Complimentary for financial advisors and those who support in-firm efforts (e.g., compliance, HR, marketing, and service) | Community Managers sayhello@finteract.net |
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Technology Strategy & Innovation |
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Service Provider | Discount | Contact Information | |
Blue Mantis Cybersecurity, cloud, and modern workspace IT solutions |
10% discount on assessments (cybersecurity, penetration testing, ransomware, and Microsoft 365) | Brian Harmon brian.harmon@bluemantis.com |
207-475-1620 |
GreenLine Consultants Tech strategy and integration, program management, process optimization, and operational transformation |
22% discount | ||
Investment Technology Partners Cybersecurity and IT consulting and solutions |
25% discount on setup fee OR 10% discount on monthly fee for first year | Christopher Anderson canderson@investtechpartners.com |
772-463-1140 |
UNAPEN Cybersecurity and IT consulting and solutions |
Discounted rates | David Gemma david.gemma@unapen.com |
203-303-6002 |
Technology Solutions: Client relationship management |
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Service Provider | Discount | Contact Information | |
Redtail Technology® | Discounted rates | 800-206-5030 |
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Salentica® | ~10% discount | 800-727-0605 |
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Skience® | ~20% discount | 866-754-3623 |
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Zocks Communications AI Notetaking & Meeting Assistant |
10-15% discount | Brendon Cooper brendon.cooper@zocks.io |
978-821-6696 |
Technology Solutions: Communications archiving & monitoring |
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Service Provider | Discount | Contact Information | |
MirrorWeb | Discounted rates (mention Fidelity client) | Gareth Johnson gareth.johnson@mirrorweb.com |
737-301-8388 |
Presults |
10% discount on an annual subscription | Shea Werner shea@presults.com |
929-202-7100 |
Technology Solutions: Estate planning |
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Service Provider | Discount | Contact Information | |
Estately | 10% discount for end investors | David Tanti david@freewill.com |
646-387-5224 |
Trust & Will | 10% discount for end investors Discount code: Fidelity | Andres Mazabel andres@trustandwill.com | 858-382-9114 |
Technology Solutions: Financial planning |
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Service Provider | Discount | Contact Information | |
eMoney Advisor | Discounted rates | Ask your Relationship Manager | |
Fidelity Managed Account Xchange® (FMAX) Planning-centric, comprehensive wealth management platform |
Simplified platform pricing | Ask your Relationship Manager | |
HALO Personalized longevity and health and elder care costs |
2 free months of access Discount code: Fidelity DAP |
773-425-4833 |
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MoneyGuide® | ~23% discount | 800-841-5312 |
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WhealthCare Planning Aging investor planning platform |
2 free months of access Discount code: FIDWHEALTH |
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Technology Solutions: Investment research & analysis |
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Service Provider | Discount | Contact Information | |
CFRA MarketScope® Advisor Investment research and tools |
Discounted rates | LeAnne Tubb leanne.tubb@cfraresearch.com |
646-517-2428 |
Fidelity Portfolio Quick Check® Analyze, compare, and optimize an investment strategy in minutes |
Complimentary for Fidelity clients | Ask your Relationship Manager | institutional.fidelity.com |
Greenrock Research Investment research |
Typically discounted sub-advisory fees | Kevin Malone kevinm@greenrockresearch.com |
312-463-1301 |
ICE Data Services Streaming Market Data Provider |
Discounted rates | Peter Weinstein peter.weinstein@ice.com |
212-323-8331 |
YCharts Market data and analytics |
20% discount (free 7-day trial) (mention Fidelity client) |
Ariel Kutcher ariel@ycharts.com |
312-796-6435 |
Zacks Advisor Tools Investment research and tools |
25% discount on annual license fee (sign up via free trial link to the right to get discount) | info@zackspro.com | 888-691-0681 |
Technology Solutions: Portfolio management |
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Service Provider | Discount | Contact Information | |
AssetBook™ | 20%–25% discount | 301-387-3238 x2 |
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Black Diamond® Wealth Platform | 15% discount | 800-727-0605 |
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Technology Solutions: Other |
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Service Provider | Discount | Contact Information | |
Quik! Forms automation solution |
20% discount | Kim Coker support@quikforms.com |
877-456-7845 |
For investment professional and institutional investor use only. Not for distribution to the public as sales material in any form.
When appropriate, Fidelity may work with third-party providers to offer business development and practice management solutions to Fidelity clients. The third-party vendors offering these business development solutions to Fidelity clients may not be the only vendors that provide products and services of this kind. Fidelity clients should conduct their own independent due diligence before engaging a vendor and determine whether the particular vendor, and the particular products and/or services offered by the vendor, are right for them. Fidelity clients deciding to employ the services of, or purchase products offered by, a vendor introduced by Fidelity will be required to work directly with the vendor. Fidelity is not a party to any business or contractual relationship between the vendor and Fidelity clients, and all matters relating to such relationships are strictly between the vendor and the applicable Fidelity client.
FinteractSM is an affiliated service provided outside of Fidelity broker-dealers. For more information, reference Finteract's disclosure.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. The other third-party providers listed herein are neither affiliated with nor agents of Fidelity and are not authorized to make representations on behalf of Fidelity. Their input herein does not suggest a recommendation or endorsement by Fidelity.
Fidelity Institutional Wealth Adviser LLC ("FIWA")® is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. Fidelity Managed Account Xchange® ("FMAX") is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC, Members NYCE, SIPC. FMAX provides investment advisory and platform services for a fee. FMAX is not a brokerage product.
Fidelity Portfolio Quick Check (PQC) is provided by Fidelity Distributors Company LLC ("FDC") and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC, depending on your relationship. Content provided is intended for informational and educational purposes only and should not be considered as legal, tax, investment or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. You, the investment professional, are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for you or your customer based on your or your customers' investment objectives, financial circumstances and risk tolerance. You remain solely responsible for your compliance with applicable federal and state laws, rules and regulations. You should consult your legal, investment or tax professional regarding your or your customers' specific situation.
The content provided and maintained by any third-party Web site is not owned or controlled by Fidelity and is subject to change. Fidelity takes no responsibility whatsoever nor in any way endorses any such content. There is no form of legal partnership, agency, affiliation, or similar relationship among an investment professional, the third-party service providers, and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity can offer no assurances that the discounted rates provided to you by the alliance providers are the lowest possible rates available in the marketplace.
Third-party marks are the property of their respective owners; all other marks are the property of FMR LLC. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments.
Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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