Fidelity

Fidelity

Fidelity Investments
+
+

Related Products

  • eToro
    31,115 Ratings
    Visit Website
  • IUX
    896 Ratings
    Visit Website
  • DXcharts
    28 Ratings
    Visit Website
  • Capitalcore
    84 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Monarch Money
    5 Ratings
    Visit Website
  • CrankWheel
    215 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • FreshBooks
    5,502 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website

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

WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations. The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems. At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through: • Smart Money Discovery™ – uncover financial goals, concerns, and opportunities • Smart Money Snapshot™ – generate a simplified overview of a client's financial situation • Smart Money Blueprint™ – create a personalized action plan and recommendations WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.

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

Insurance agents, annuity professionals, financial advisors, retirement planners, wealth managers, advisor teams, insurance agencies, IMOs, FMOs, BGAs, financial coaching organizations, and financial services enterprises seeking a more scalable client education and sales enablement system.

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$197/month
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

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

WebPrez
Founded: 2001
United States
www.webprez.com

Alternatives

ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.

Alternatives

MoneyGuide

MoneyGuide

Envestnet
SIMON

SIMON

SIMON Markets
AdvisorStream

AdvisorStream

Broadridge Financial Solutions
eMoney

eMoney

eMoney Advisor

Categories

Categories

Integrations

APS Payroll
Akoya
CFO Silvia
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Financial Tech Wiz Trading Journal
Kinfo
Medved Trader
Obol
ProTracker Advantage
ProTracker RMD
Provisian
Riskalyze
Surmount AI
TradersPost
TradingDiary Pro
VISE
isolved

Integrations

APS Payroll
Akoya
CFO Silvia
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Financial Tech Wiz Trading Journal
Kinfo
Medved Trader
Obol
ProTracker Advantage
ProTracker RMD
Provisian
Riskalyze
Surmount AI
TradersPost
TradingDiary Pro
VISE
isolved
Claim Fidelity and update features and information
Claim Fidelity and update features and information
Claim WebPrez and update features and information
Claim WebPrez and update features and information