Wealthscape & Wealthscape Investor
Fidelity Wealthscape is the foundation of our technology suite, providing a one-stop platform for managing your practice. From transactional settlement to financial communications, this versatile tool is tailored to meet your needs. This integrated platform enables you to deliver efficient, personalized experience to clients while simplifying the day-to-day operations of your practice.
- Account Management
- Research & Alerts
- Compliance Tools
- Mobile Accessibility
Paperless Account Opening
Opening new accounts has never been easier. With Wealthscape’s automated workflow and integrated DocuSign eSignature, you can complete paperwork quickly and efficiently. Choose between traditional wet signatures or electronic signatures to suit client preferences, minimizing delays and improving client satisfaction.
Performance Reporting
Performance analytics allow you to provide clients with a clear understanding of their portfolios’ success. The reporting tools also integrate seamlessly with platforms like eMoney, offering clients comprehensive insights through advisor-branded reports.
- 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 including: Standard Deviation, Beta, Alpha, and Sharpe Ratio
- Convenience & Transparency
- Performance scheduling at specified frequencies
- Date quality indicator
- View performance in eMoney
- Multiple device support
Consolidated Data
Our consolidated data technology ensures you have everything you need in one place to better serve your clients. Gain access to a single, aggregated view of your business, pulling data from over 450 product companies, including mutual funds, variable annuities, and alternative investments.
- Monitor assets under administration.
- View market data alongside CRM insights.
- Deliver consistent, client-focused reports with ease.
CRM Integrations
Streamline your workflow with seamless integrations to leading CRMs, including Redtail Technology. Whether you use Redtail or another CRM, our system is designed to make managing client relationships simple and effective.
- Prefill account information from Redtail into Wealthscape.
- Access Fidelity account details directly through your CRM.
- Benefit from single sign-on capabilities for easy navigation between systems.
IntegrationXchange
Our platform connects you to over 175 third-party technology solutions, allowing you to tailor your practice to your needs. From portfolio management to marketing tools, IntegrationXchange empowers you to scale and adapt your business as it grows.
