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Fidelity Investments
Fidelity Investments is a multinational financial services corporation that manages assets for institutions and individuals in various sectors including wealth management and banking services.
Email: advisorsolutions@fmr.com
Phone: +1 800-735-3756
Web: https://www.fidelity.com/
products
eMoney Advisor
Category: Financial Planning Tools
A comprehensive financial planning platform that offers client-facing dashboards, interactive planning tools, advanced analytics, scenario planning, estate planning, and secure document storage. It provides advisors with insights to create personalized financial plans..
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Fidelity Wealth Services
Category: High-Net-Worth Client Portals
Offers personalized financial planning, investment management, and access to a range of financial specialists. The platform features an intuitive client portal for tracking investments, financial goals, and asset allocation..
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Fidelity Wealthscape Planning
Category: Financial Planning Software
Comprehensive financial planning, retirement income planning, goals-based planning, scenario analysis, risk assessment, estate planning, and integration with Fidelity's broader wealth management platform..
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