Fidelity

Fidelity

Fidelity Investments
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About

From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance.

About

We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for an Online Broker and Trading platform

Audience

Digital businesses looking for a platform to manage their investments and pensions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.0 / 5
design 4.3 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • It is nice to quickly log into my Fidelity app and see how my money is either growing or decreasing. I also feel like the platform is very secure and my information won't get leaked out.
  • I chose Fidelity to be where I have retirement account and it has truly been such a great decision! Their support team is incredible, they really care about their customers.
  • I have a 401k account for my wife with Fidelity and it is amazing! The research data provided is amazing and the app is really easy to use. The no fee stock transaction is a plus!

Cons

  • A lot of the features look and feel old fashioned. There really isn't an easy way to find your information, you just have to be willing to take time to click on lots of different links.
  • Sometimes they can spam your email with to many updates or options, but i keep the notifications on incase something goes on with my account.
  • The only thing I don’t like about Fidelity is that they do not let you purchase any stock with share price lower than $1. It is s little bit annoying, but Fidelity is for not for amateurs, so I get it.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fidelity Investments
Founded: 1946
United States
www.fidelity.com

Company Information

WealthObjects
United States
wealthobjects.com

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Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

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CFO Silvia
Caddi
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Obol
PortfolioPilot
PremiumGuardHQ
Provisian
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Taiki
TradeZella
TradersPost
TradingDiary Pro
VISE
isolved

Integrations

APS Payroll
CFO Silvia
Caddi
Financial Tech Wiz Trading Journal
FirstClose
Kinfo
Medved Trader
Nitrogen
Obol
PortfolioPilot
PremiumGuardHQ
Provisian
Riskalyze
Surmount AI
Taiki
TradeZella
TradersPost
TradingDiary Pro
VISE
isolved
Claim Fidelity and update features and information
Claim Fidelity and update features and information
Claim WealthObjects and update features and information
Claim WealthObjects and update features and information