Programs at Fidelity Clearing & Custody Solutions
Fidelity Clearing & Custody Solutions offers our Registered Investment Advisors the managed account tools needed to attract and retain high net-worth clients. Whether you require an unbundled open architecture solution or a highly bundled turnkey program, or something in between, we have solutions available to meet all your managed account needs.
Our goal at WIS is to provide you with all the tools and pricing structures to successfully walk your clients through the investment management products. This includes tools to:
- • Accurately profile and analyze client’s current positions;
- • Allocate and diversify a portfolio through a state of the art proposal generating engine;
- • Formalize and Implement the investment policy; and,
- • Monitor, supervise and rebalance the portfolio.
The Rep Directed Program allows you to manage a portfolio of Stocks, Bonds, Mutual Funds, UITs, ETFs and income-bearing options strategies based on your investment policy and model portfolios.
Through the Third Party Manager program, offered through Envestnet, you choose from a variety of products that can vary from an unbundled open architecture solution to a highly bundled turnkey solution.