Fidelity Institutional® raises the bar on its technology offering to better support advisors and their clients | News


BOSTON–(BUSINESS WIRE)–February 3, 2022–

Fidelity Institutional ® today announced updates to the Wealthscape SM advisor technology platform, including an updated Wealthscape Investor SM mobile app; updates to Integration Xchange, the open-architecture digital store; and a new digital empowerment tool. These new updates and tools give advisors more choice and flexibility in their technology ecosystems to help advance their clients’ experiences and their businesses.

“Companies have quickly adopted digital tools to deepen customer relationships, grow and scale their businesses throughout the pandemic, and they are continuously looking for opportunities to improve those experiences,” said Tricia Haskins, Chief Information Officer. integration solutions, Fidelity Investments. “Personalization is a priority for our customers, and providing open, scalable and secure platforms that meet our customers’ technology needs and help them deliver solutions has always been a priority for us. By delivering an exceptional user experience, expanded integrations and new digital capabilities, we are constantly innovating to ensure businesses have the choice and flexibility they need in their technology stack to help impact their business.

Extensive digital service tools enhance user experience and personalization

Fidelity has launched Wealthscape Analytics, designed to highlight new opportunities for advisors to generate revenue and grow their businesses. Wealthscape Analytics provides:

  • Business analysis: Key business metrics that provide actionable insights including AAU, revenue, and money flow trends to identify customers needing attention.
  • Segmentation: Insights that help advisors prioritize their support model (by age, income, etc.) and fine-tune their business development.
  • Outliers : Advisors can analyze data points to uncover outliers that could signal new opportunities to introduce new services or help prevent customer churn, all to better tailor their business strategy.

Fidelity has made enhancements to Wealthscape and Wealthscape Investor to provide an improved user experience for advisors and their clients. Updates include:

  • A customizable Wealthscape homepage: Advisors can reconfigure the dashboard to display the priority items most important to them and their business.
  • Improvements to the digital onboarding experience: Advisors can upload proprietary and supporting documents on behalf of their clients (asset transfer, electronic funds transfers, etc.), expanding the extensive support of onboarding activities.
  • Advanced digital service functionality: The availability of virtual assistant and search helps users find what they need quickly and efficiently.
  • A redesigned Wealthscape Investor experience: Wealthscape Investor’s online experience now includes a streamlined login and security process, as well as a streamlined and easy-to-use transaction history. The Wealthscape Investor mobile app has also been redesigned to provide an improved user experience. The application now offers:
    • An intuitive and clean design for users to easily navigate and access important account information.
    • Improved access to account information, including list of accounts, positions, balances, activity, trading and mobile check deposit.
    • Advanced security features, including biometric login (face and fingerprint scanning) and two-factor authentication.

Integration Xchange continues to improve and expand its capabilities

Integration Xchange, Fidelity’s award-winning open-architecture i-digital store, is the “best-in-class” destination for imagining, developing and implementing businesses’ personalized, integrated technology vision.

Fidelity continues to improve Integration Xchange with the addition of new financial technologies, the introduction of new and deeper integrations, and enhanced digital services features that make it easier for businesses to manage a growing technology ecosystem. more complex. The most recent offers include:

  • Reinforcedfeatures of digital services that allow advisors to easily monitor the expirations of their digital certificates and submit maintenance requests. Businesses can also update their fintech data integrations to Integration Xchange, reducing paperwork and processing time.
  • New expanded fintech integrations with Redtail, Wealthbox and Laserapp, increasing choice and flexibility for businesses as they develop bespoke technology platforms to help meet the needs of advisors and their clients.
  • Aan improved user experience, focused on analytics and digital service, including a new dashboard landing page to easily view digital certificate expiration and integrated fintechs. New resources include how-to videos and FAQs, as well as use cases and additional resources for users.

New digital empowerment tool offers insight into effectiveness of company’s technology strategy

Fidelity’s new digital empowerment tool provides an assessment of a company’s ability to leverage technology. Piloted with several large RIAs, brokers and multi-family offices, the tool invites companies to examine how their technology strategy, design and activation are strengthening their businesses. Fidelity also offers additional resources to spark conversations with businesses about what it means to be digital, how to improve their technology ecosystem through thoughtful design, and more.

For more information on Fidelity’s digital empowerment tool, visit For more information about Wealthscape, visit For more information on Integration Xchange, visit

About Fidelity Investments

Fidelity’s mission is to inspire a better future and deliver better results for the customers and businesses we serve. With assets under administration of $11.8 trillion, including discretionary assets of $4.5 trillion as of December 31, 2021, we are focused on meeting the unique needs of a diverse set of clients. Privately owned for 75 years, Fidelity employs more than 57,000 associates who are focused on the long-term success of our clients. For more information about Fidelity Investments, visit

The content provided here is general in nature and is provided for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors which you should consider. Fidelity Institutional® does not provide financial or investment advice. You should perform your own due diligence and analysis based on your specific needs.

Third-party brands are the property of their respective owners; all other marks are the property of FMR LLC. The third parties mentioned herein are independent companies and are not affiliated with Fidelity Investments. Their listing does not suggest a recommendation or endorsement by Fidelity Investments.

Fidelity Institutional® provides investment products through Fidelity Distributors Company LLC; clearing, custody or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, members NYSE, SIPC.

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i In April 2020, Integration Xchange won a Celent Model Wealth Manager award. The full description of award categories and criteria can be found here:—wealth—manager/winners. Integration Xchange also received the 2019 Industry Award for Custodian Technology. Full descriptions of categories and award criteria can be found here:

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SOURCE: Fidelity Investments

Copyright BusinessWire 2022.

PUBLISHED: 02/03/2022 08:30 AM/DISC: 02/03/2022 08:32 AM

Copyright BusinessWire 2022.


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