Brokerage Technology
Superior Technology
Transform Your Practice
Technology is not just about creating efficiency and streamlining operations — it’s a critical tool in delivering a better client experience. The need to harness technology effectively grows even more important as new entrants provide automated investment management and enhanced online experiences to investors.
Wealthscape
Fidelity Wealthscape℠ is the gateway to your total advisor platform that helps you meet a wide range of needs, including transactional settlement, financial communications, service, and operations, as well as core sweep services.
Our core platform includes account opening, trading solutions, cashiering, reports and alerts, market data and research, modeling and rebalancing, and risk management and compliance tools. Investor portals enable you to give your clients online account and document access, trading capabilities, and more.
Mobile capabilities provide you access anywhere, anytime. You can also take advantage of our Remote Check Deposit functionality.
Paperless Account Opening
Easily open new accounts using the automated workflow with DocuSign eSignature tool on Wealthscape. Choose between obtaining a wet or eSignature to best suit the needs of your clients.
Performance Reporting
Performance Measurement is an analytics platform using client and account information as of the previous business day’s close to generate performance results. Results can also include benchmarks that enable you to compare the rate of return of your clients’ accounts to the rate of return of selected industry and blended benchmarks within a preselected or custom time period.
Account & Portfolio Performance
- Rates of return: Time-weighted and money-weighted
- View daily returns or custom time frames
- Asset allocation by account
Benchmarking & Risk Indicators
- Choose up to five benchmarks
- Risk indicators
- Standard Deviation
- Beta
- Alpha
- Sharpe Ratio
Convenience & Transparency
- Performance scheduling at specified frequencies
- Date quality indicator
- View performance in eMoney
- Multiple device support
Consolidated Data
Data for Your Entire Business, within a Single Location
Account data, assets under administration, client-permissioned data, market data, customer relationship management (CRM) data, and firm-provided data can all be aggregated on a regular basis.
We provide advisors one-stop access to their book of business across participating product companies. Over 450 product companies, including mutual funds, variable annuities, and alternative investment companies participate.
Advisor-branded turnkey aggregation and client-reporting tool integrated with deep analytics including advisor-branded client reports, quarter-end and daily reporting and product analytics.
CRM Integrations
Redtail Technology is a leading provider of web-based CRM*, paperless office, and email archiving solutions in the financial services industry.
Fidelity Integration Features:
- Single sign-on from Wealthscape to Redtail
- Ability to prefill account opening information from Redtail
- Fidelity brokerage account information provided to Redtail
*Other CRM integrations are available.
Leverage 175+ Leading Third-Party Technology Integrations through the IntegrationXchange.
eMoney
Financial Planning | Client Portal | Account Aggregation
Strengthen end-investor engagement with integrations from Fidelity & eMoney. By leveraging Wealthscape and eMoney’s tools you can move swiftly from identifying clients’ financial goals, to putting a plan in place, to an effortless execution by connecting directly to their Fidelity brokerage accounts.