- WealthscapeSM Intelligence helps advisors make smarter, faster decisions by delivering “next best actions” to save time and better support their clients
- New onboarding enhancements include digital, flexible experience integrated with third-party systems leveraging APIs to help streamline client onboarding
Fidelity Investments® today announced the launch of WealthscapeSM Intelligence and new enhancements to its digital onboarding capabilities across the WealthscapeSM platform, reinforcing the firm’s ongoing commitment to elevating the digital experience for wealth management firms and advisors. The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals.
Fidelity research[i] shows that advisors at digitally empowered firms[ii]—or those embracing technology best practices—have seen strong business results: digitally empowered firms have been growing significantly faster than their peers, both in terms of average client growth rate (20% vs. 8%) and average AUM growth rate (22% vs. 11%).
“Advisors tell us they want to be even smarter and faster to grow their businesses, and they look to Fidelity for innovation that enables this,” said Jess Liberi, head of Institutional Wealth Management Services (IWMS) Platform & Technology at Fidelity Investments, overseeing technology for Fidelity’s Clearing and Custody business. “That’s exactly what we’re delivering through WealthscapeSM Intelligence and our new digital onboarding enhancements, with solutions designed to meet advisors where they are and help them move forward with greater speed, insight, and confidence.”
Introducing WealthscapeSM Intelligence
WealthscapeSM Intelligence elevates the WealthscapeSM experience bydelivering prioritized, data-driven information that helps advisors save time and better support their clients. Through a single, simplified interface via My Dashboard, advisors gain access toactionable insights,streamlined analytics, andcentralized reporting to help drive smarter, faster decision-making.
“WealthscapeSM Intelligence gives advisors more than just data—it unlocks powerful insights that drive smarter decisions and real business growth, all through a unified dashboard tailored to the advisor,” Liberi said.
WealthscapeSM Intelligence features include:
- My Dashboard: A personalized hub that brings together client portfolio insights, analytics, and reports in one unified view.
- Insights: A centralized location for real-time and historical insights—categorized as active, resolved, or expired—helping advisors stay proactive and informed.
- Analytics: High-level trend analysis on assets under administration (AUA) and money movement (including new and existing assets) to help identify potential opportunities and areas that may require attention
- Reporting: Consolidated operational reports on AUA, trades, orders, billing, and money movement for greater efficiency and clarity
Latest with Digital Onboarding
Fidelity’s enhanced digital onboarding capabilities simplify and accelerate the account onboarding process (including account funding), delivering a fully digital, end-to-end experience that should reduce friction for both advisors and their clients.
With a focus on flexibility, integration, and speed, the latest enhancements help advisors onboard clients faster by reducing manual tasks and creating a more intuitive experience from start to finish.
New digital onboarding capabilities include:
- True Digitization: Dynamically rendered account views that provide investors with a clear, interactive picture of their account details, moving beyond static PDFs.
- Bulk Account Opening: Onboard multiple clients at once, reducing manual work and helping accelerate time to asset realization.
- Multi-Account Bundling: Open up to 10 accounts in a single workflow, with support for up to three transfers of assets (TOAs) per account.
- Customizable Experiences: Build proprietary, firm-branded onboarding flows using Fidelity APIs, allowing for on-demand data retrieval, updates, and transactions tailored to each firm’s unique needs.
- Click-to-Agree Signing: A streamlined, consistent signing experience that allows investors to review, edit, and authorize through a simplified experience.
- Deep Integration Capabilities: Seamlessly connect with relevant parts of the advisor’s technology ecosystem, including customer relationship management (CRM), for prefill and integrate with Fidelity’s Service Center for real-time tracking, status updates, and alerts—enabling a more connected and efficient workflow.
- Advisor Document Upload: Firms can upload key documents—such as Form ADV and fee schedules—directly into the workflow for investor review and approval.
“Our latest digital onboarding enhancements are engineered to make that experience faster, simpler, and more adaptable,” Liberi said. “Whether using Fidelity’s full platform, modular tools, or integrations through our APIs, we’re empowering firms to deliver a modern, efficient onboarding journey tailored to their unique needs.”
For more information on WealthscapeSM Intelligence and the latest digital onboarding capabilities, please visit http://clearingcustody.fidelity.com/platforms/brokerage/advisors.
About Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $16.4 trillion, including discretionary assets of $6.4 trillion as of June 30, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 79 years, Fidelity employs more than 78,000 associates across the United States, Ireland, and India. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.
# # #
Fidelity Clearing and Custody Business provides a comprehensive clearing and custody platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. Fidelity Clearing and Custody's goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology.
Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.
Third party marks are the property of their respective owners. All other marks are the property of FMR LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC
900 Salem Street, Smithfield, RI 02917
Fidelity Distributors Company LLC
900 Salem Street, Smithfield, RI 02917
National Financial Services LLC, Member NYSE, SIPC
245 Summer Street, Boston, MA 0211
eReview #: 1219301.1.0
[i] Fidelity’s 2023 Financial Advisor Community – Technology Stack Survey was an online blind survey (Fidelity not identified) and was fielded during the period November 9 through 24, 2023. Participants included 426 advisors—including some firm leaders, partners, and other technology decisionmakers—who work with individual and/or small business investors and are licensed and credentialed. Advisor firm types included a mix of RIAs, national brokerage firms (commonly referred to as wirehouses), other broker-dealers, with findings weighted to reflect marketplace headcount by channel, as reported by Cerulli. The study was conducted by an independent firm not affiliated with Fidelity Investments.
[ii] Digitally empowered firms were identified in the Technology Stack Survey by using statistical clustering analysis based on advisors’ responses about their firms’ use of technology. While the factors that most drove differentiation of these firms versus others were using technology to differentiate client experience, immediately implementing new features, having a process to evaluate tech based on strategy/need, and providing adequate training/resources to advisors, these firms scored higher than their peers on nearly every technology best practice that we asked about. Digital empowerment is a goal state to strive for, rather than an actual condition. As such, references to “digitally empowered firms” are intended to reflect those firms that stand out as more digitally empowered than their peers.