Wealthscape

About Wealthscape

Wealthscape is a comprehensive financial management platform designed primarily for financial advisors and wealth management professionals. Developed by Fidelity Clearing & Custody Solutions, it serves as a robust tool for managing client portfolios, executing trades, and accessing a wide range of financial data and analytics. The platform aims to streamline the workflow of financial advisors by providing them with a centralized hub for all their client management needs, including account management, performance reporting, and compliance monitoring. Wealthscape is targeted at financial institutions, independent advisors, and broker-dealers who require a sophisticated yet user-friendly tool to enhance their service offerings and improve client satisfaction. What sets Wealthscape apart is its integration with Fidelity's extensive financial ecosystem, offering users access to a vast array of investment products and services. The platform's unique selling points include its advanced trading capabilities, real-time data analytics, and customizable reporting features. Wealthscape also emphasizes security and compliance, ensuring that users can manage sensitive financial information with confidence. Its overall value proposition lies in its ability to enhance operational efficiency, reduce administrative burdens, and provide actionable insights that help financial advisors make informed decisions for their clients. By leveraging Fidelity's resources and expertise, Wealthscape delivers a powerful solution that supports the growth and success of financial advisory businesses.

Key Features