Supporting you, your business and your clients

This is a ‘Cliff Edge’ pricing structure therefore:

• Total client AUM of £125k would attract a platform fee of 0.25% plus an investor fee of £45pa
• Total client AUM of £165k would attract a platform fee of 0.14%

We offer a number of online reports which give you easy access to a comprehensive range of information on clients and accounts at a bulk level through our ‘Reporting Services’ functionality.

More information on Reporting Services

We also offer a number of individual, dedicated client reports, such as Capital Gains Reports, Income Reports and the Client Report. Please note, you will need to have logged in within the last 30 days to go directly to this content, if not simply login and return to this page and select the link below.

Individual and dedicated reports

Our platform can also be integrated into a range of third-party software systems.

Further information

A popular feature of our platform is that clients can view their investments through their secure online account. This gives them 24/7 access to their ISAs, Pension, Investment Account and any other investments they hold with us. This facility significantly cuts down on the paperwork they receive through their letterbox too. You benefit as well as clients can perform basic administrative tasks themselves.

The service offers clients lots of benefits, including the ability to:

• View the latest valuation of all their investments and accounts whenever they wish 
• Download all their important documents, such as their latest Statement & Valuation and any Confirmation of Transaction (they still have the option to receive paper copies)
• Complete simple tasks online, such as updating their personal details when these change
• Download our highly-rated mobile App, so they can view their account wherever they may be.

If they elect to go paperless, they will also be helping to reduce the impact on the environment. More and more of our clients are choosing this option and, in doing so, they help us to reduce our carbon footprint.

To find out more, select the link below. Please note, you will need to have logged in within the last 30 days to go directly to this content, if not simply login and return to this page and select the link below.

Help your clients move online

Our goal is to help firms like yours to build strong, profitable and sustainable businesses and to give you all the support you need. In particular, we want to make your working life easier, whatever role you perform for your firm. As you familiarise yourself with our platform, you’ll find a whole host of services designed to help you.

New to Fidelity Adviser Solutions?
 

Our DFM service lets you use defined models from DFMs for a broad range of our wrappers. We do not charge for this service, although the DFM may do so.

Benefits of using a DFM on our platform

• You can focus on financial planning while outsourcing investment decisions, helping you to manage risk within your business
• Your clients benefit from the investment expertise provided by the DFM
• You retain full visibility and ownership of your clients’ accounts
• You can download investment portfolio x-ray reports, providing transparency for both you and your clients
• For ISAs, Investment Accounts and the Pension, we facilitate payment of any DFM fees directly to the DFM, reducing administration and costs for your business.

Managing client accounts using a DFM through the platform enables you to:

• Link directly with your chosen DFMs to access and use their models
• Assign clients’ accounts to those DFM models
• Purchase a DFM model directly for new business or realign existing client accounts
• Carry out rebalances to align your clients’ accounts to a DFM model
• Align other account attributes, such as regular savings plans and withdrawal plans to a DFM model.

A DFM can also manage models and realign client accounts directly.

Over 60 different DFMs are available through our service and you may choose more than one DFM, although only one portfolio per account can be used.

To find out more, select the link below. Please note, you will need to have logged in within the last 30 days to go directly to this content, if not simply login and return to this page and select the link below.

DFM service for advisory firms

The quickest and most efficient way to transfer client accounts from one company to another is to complete the Transfer of Business form. This can be sent to us online via Upload & Send.  

Alternatively, if you do not wish to complete this form, please click here to find out what information must be sent to us.

Our ‘Technical matters’ hub provides a wide range of guides and support on retirement and tax planning. 

Technical Resources | Fidelity Adviser Solutions

Here you can watch bite-sized recorded webinars that showcase how to perform some commonly-performed tasks on our website.

‘How to’ videos (fidelity.co.uk)

Quickly find all the answers to your questions on our product range and administrative tasks that are commonly performed on our platform.

Help and support (fidelity.co.uk)

Our product literature includes disclosure documentation and other guides and support materials. 
If you require application forms, please log in and visit the relevant 'Help and support' section. Use the button below if you wish to order some printed literature.

To order hard copy literature, click here.

Please note the vast majority of transactions on our platform are online journeys only. For tasks that cannot currently be completed online please use the application forms link below to find the relevant form

Application forms