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.

Is this your company?

Email: advisorsolutions@fmr.com

Phone: +1 800-735-3756

Web: https://www.fidelity.com/

products

• eMoney Advisor
  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.
  
• Fidelity Wealth Services
  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.
  
• Fidelity Wealthscape Planning
  Comprehensive financial planning, retirement income planning, goals-based planning, scenario analysis, risk assessment, estate planning, and integration with Fidelity's broader wealth management platform.