Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
Product Description
Product Positioning
Clearing custody and execution platform for broker-dealers and advisory firms with integrated retirement plan services.
Description
Fidelity Institutional through National Financial Services LLC provides clearing custody and trade execution for broker-dealers and advisory firms with 401(k) plan recordkeeping and advisor-managed retirement plan capabilities as part of a broader institutional services platform.
Integrations
Fidelity Wealthscape has 12 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Advisor Center Level 2
- AdvisorPeak Level 3
- Advyzon Level 1
- Altidar Level 2
- Black Diamond Level 1
- iRebal Level 1
- Salentica Elements Level 1
- Salesforce Level 3
- Skyview1 Level 3
- SmartOffice Level 3
- SmartRIA Level 1
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No
