Your firm can take advantage of a range of services, including:

  • Access to our open architecture platform, which uses state-of-the-art, real-time systems to process your transactions easily and accurately
  • A streamlined workflow from front to back office
  • Real-time transaction processing and multicurrency capabilities
  • Integrated tools for risk management and administration
  • Access to an unlimited online history for transactions and holdings

In addition, your advisors will benefit from services designed to help them streamline their day-to-day tasks, including:

  • Real-time transaction processing and multicurrency capabilities
  • Tools for householding, client reporting, business-building, risk management, and administration
  • Robust portfolio and performance reporting
  • Online account opening
  • Automated corporate actions notification and processing

When you benefit, your clients do, too. Your clients will enjoy a range of tools and services, including:

  • Real-time online access to accounts information including transactions and balances
  • Electronic delivery of client statements, trade confirmations and tax documents
  • The comfort of knowing their assets are custodied by a firm with over 30 years' experience and $3T1 in assets under administration
1 Fidelity Brokerage Platform, as of December 2014.

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