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End-to-end solutions tailored for wealth managers to deliver a competitive advantage
Put Fidelity’s comprehensive clearing and custody solutions to work for you—with access to leading investment products, flexible technology, and global research.
See why over 3,400 advisory firms rely on Fidelity every day*
At Fidelity, our core clearing and custody solutions are just the foundation for a broader suite of solutions designed to help you grow. No matter your clients’ goals, discover how our technology, investment products, and the research that fuels them can support your success—all in one place.
World-class investment and retirement products for every life stage
With a broad range of strategies and products, and diverse investment capabilities, easily personalize a portfolio to serve your client's needs.
Flexible technology stack for every firm
Our innovative technology platforms and integrations are build with wealth managers and your clients in mind. We understand the technology required to best support your clients.
*As of March 2025
Technology to grow faster, smarter, and further
Fidelity's technology solutions can help enhance your firm's efficiency while giving clients the support they need at every stage of the their wealth management journey.
Investments & portfolio construction
Manage client portfolios—and relationships—with greater efficiency and impact. Tap into a broad universe of portfolio construction solutions, investment products, and innovative strategies designed to help you deliver more value, more confidently.
Advisory solutions
Comprehensive advisory solutions designed to support your business and empower you to serve more investors with confidence. From enterprise-level capabilities to tools that can enhance your day-to-day practice, we’re here to help you grow and deliver greater value to your clients.
Trading & capital markets
Gain a competitive advantage with Fidelity Capital Markets® through sophisticated investment strategies and integrated solutions.
Cash & lending
Go beyond banking to give your clients a smarter way to save, spend, and borrow money to reach their goals.
Retirement & life planning
As the top-ranked firm in market share for defined contribution benefits1 and leading IRA provider2, we are uniquely positioned to provide full-service solutions to support your clients through each life stage – deepening client relationships. Our offerings are designed to fit every client – individuals and businesses alike.
Want to know more?
Let's talk about solutions for your business.
1. Defined contribution: PLANSPONSOR 2023 Recordkeeping Survey as of June 30, 2023.
2. Source: Fidelity Internal data as of 11/20/24 and The Cerulli U.S. Retirement Markets 2023 Report.
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