Wealthscape | Fidelity

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Custodial Platforms, Portfolio Management, Rebalancing

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About

Wealthscape is developed in close collaboration with Fidelity’s clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor’s wealth planning software.

Contacts

https://clearingcustody.fidelity.com/app/item/RD_13569_45420/wealthscape-advisory-solutions.html

https://www.facebook.com/fidelityinvestments

https://www.linkedin.com/company/fidelity-investments/

https://twitter.com/Fidelity

Products / Services

Investment Management Modeling Rebalancing Portfolio Management

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 9

Partnership: 0

Addepar

Account Aggregation, Analytics, Portfolio Reporting

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 31

Partnership: 0

CircleBlack

Billing, Portfolio Reporting, Rebalancing, Retirement Planning

CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....

Integrations: 25

Partnership: 0

Junxure

CRM

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 43

Partnership: 0

Practifi

Analytics, Broker-Dealer Platforms, CRM, Marketing

Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 28

Partnership: 0

SmartOffice | Ebix

CRM

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most...

Integrations: 9

Partnership: 0

Wealthscape | Fidelity

Custodial Platforms, Portfolio Management, Rebalancing

Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Partnership

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