Search

Fidelity Adviser Solutions

Willingness to recommend

3.64/5

Integrations

3.45/5

Value for money

3.97/5

Service

3.65/5
Based on 278 reviews

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

About the provider

Established in 2000, Fidelity Adviser Solutions is a leading investment and retirement services platform committed to building long-term relationships with advisory firms to offer a comprehensive range of investment products (GIA/ISA/Pension/Offshore Bonds) to their clients. Making advisers’ lives easier and their firms more efficient whilst providing a great end-investor experience is at the heart of what we stand for. Our goal is to help firms build strong, profitable and sustainable businesses and to support them through any challenges that may arise.

In addition to supporting in excess of 7,000 collective and exchange traded investments, we provide advice firms with access to over 90 DFM’s and innovative financial planning software . These not only improve efficiency but also enhance the client experience. End-Investors have full access to their portfolios through a secure portal and highly-rated App.

We are proud to serve ~5,000 adviser firms while administering £46.8 billion on behalf of over 357,000 clients*. We secured ‘Best Platform for Advisers’ at the Professional Adviser Awards 2023.

* All figures as at 30/9/23.

 

Leave a review

Reviewing this product couldn't be easier – just a simple two-step survey. Ready to go?

LOGIN TO GET STARTED

Ownership:

Part of Fidelity International, a private, family owned business

AUM:

£46.8bn as at 30th September 2023

Partnerships:

Bravura Solutions (Sonata)

NextWealth analysis

Fidelity Adviser Solutions is a safe and stable choice for advisers looking for a platform that gets custody and administration right. While this may sound boring - platforms need to get the basics right and Fidelity Adviser Solutions usually does. NextWealth research with financial advisers shows an increase in review scores in the past year. They offer a competitive price and scores rose across all categories for the platform.

Fidelity Adviser Solutions was recognised by NextWealth as a digital process champion. They are working to improve client onboarding journeys through a partnership with Canadian FinTech, Conquest.

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Integrations

Based on 278 reviews
3.45/5

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

Assyst Software

Bluecoat

Clarity Ltd

CURO (Time4Advice)

Durell Software

Enable (Best Practice)

Fairs

IFA Systems

intelliflo office (intelliflo)

JCS

Morningstar Workstation

Plum Software (a Morningstar company)

Prestwood Software

Prompt Capital Monitoring

Sirius SWIFT

True Potential Adviser Services (CRM)

Xplan (Iress)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

moneyinfo

Capita Financial Software

Synaptics

Dynamic Planner

Reviews

Willingness to recommend
Integrations
Value for money
Service
Poor service levels and lots of mistakes.
Anonymous October 2023

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous October 2023
Willingness to recommend
Integrations
Value for money
Service
Concessionary rates given due to FUM
Anonymous October 2023

    Direct to your inbox

    To stay up to date with what's next in wealth subscribe to our newsletter