Fidelity Institutional’s broad range of services empower wealth managers with the data, technology and tools they need to deliver an outstanding experience to their investor clients.
Fidelity Institutional is a division of Fidelity Investments that offers clearing and custody services, investment and technology solutions, as well as brokerage and trading. These services are provided alongside a range of insights, research and client relationship management to financial intermediary firms and institutions. Fidelity's Wealthscape technology platform integrates with Addepar to provide custodial data and streamline workflows.