Thank you for visiting our website. This is where you’ll find all you need to know about Fidelity Adviser Solutions and using our online services.
We’re wholly committed to the continuous development of our adviser services business and we’ve introduced a myriad of enhancements since 2020 alone. Our ongoing development programme has delivered new functionality and services, an extended range of assets, website improvements and a whole host of features that improve both the adviser and client experience.
View enhancementsWe are a leading investment and retirement services platform committed to building long-term relationships with advisory firms. Making your life easier and your firm more efficient – while providing a great end-investor experience for your clients – is at the heart of what we stand for.
Over the last few years, we’ve transformed our platform through a multi-million-pound investment programme. Helping you conduct your business effectively and efficiently has been at the heart of every decision we’ve made, and will continue to be so – because we want you to have a great experience every time we work together.
We’re proudly independent of banks and large financial institutions, with no shareholders demanding short-term results. This means we never have to compromise on delivering our goals, and can act in the long-term interests of both you and your clients. Fidelity has been in the asset management market for over half a century and manages over $776.2 billion in client assets.* This adds stability to our own balance sheet, so you know your clients’ money is in expert hands.
*Source: Fidelity International as at 31 December 2023 - includes Fidelity Canada assets
Every client is different, so choosing the best combination of wrappers and investments is rarely straightforward. Clients rely on your advice to feel secure in their investments and savings, so we make it easier for you to meet their needs by providing a wide range of wrappers and other tax structures:
Expert advice should never be limited by choice, which is why we offer over 5,500 investment options including mutual funds, ETFs, investment trusts and company shares. You have total freedom to build bespoke portfolios for your clients, use model portfolios, or outsource to a Discretionary Fund Manager. We’re continually looking to bring new investments onto the platform.
We’ve developed a range of tools and services to help you construct portfolios on behalf of clients, including:
Whether it’s compliance, fees or research, there are many demands on your time — all of which stand in the way of what really matters. That’s why we’re constantly enhancing our online services, so you can spend more of your time meeting and helping clients.
Our paper-free automated processes drive time and cost efficiencies and help to keep your business environmentally friendly.
Our back-office integration service allows you to incorporate our platform into a range of software systems to help you manage your business more efficiently. You can download holdings and valuations straight into your own back-office systems either in bulk or for individual clients.
We offer a comprehensive range of reports, giving you access to client and business management information. These securely-held reports can be accessed online at any time, and enable you to find data and client information quickly and efficiently.
We understand that value for money is important to your clients. That’s why our charges are both transparent and competitive:
* The Investor Fee is applied separately to sole and joint accounts. A client will normally pay one Investor Fee for all accounts in their sole name, no matter how many there are. They will also pay an Investor Fee for every joint account which has a unique set of names.
Our online Adviser Fees service makes it easier than ever to manage your fees. We allow you to keep it simple and transparent, with flexibility for charging on lump sum and regular contributions.
We’re always on hand when you need to talk to us directly. Our dedicated Adviser Support team is highly trained to provide technical assistance when you need it. Our team has received significant investment in recent years to provide tailored, specific advice for your business. In addition, our MI reports offer assistance with segmentation, targeting, mailing lists, so you always have support with client servicing and communications.
To help you navigate the more intricate areas of financial planning, our website contains an array of materials focused on the technical aspects of pensions and tax planning.
Your clients can view their investments through their secure online account, 24 hours a day, 365 days a year. Clients can also stay in touch with their accounts through our highly-rated app.
We provide you with access to the latest views, insights and market information through nationwide events (some hosted virtually). We also provide resources to help you attract new business, including sample letters and other materials.
As an employer, we are committed to diversity and inclusion and we continue to build a culture where everyone’s voice is heard. As such, we have set five priority strands for our global D&I activities:
As a company, Fidelity International advocates and works with others in the industry to effect meaningful change. This includes being active in our engagement around climate change and in calling for companies to do more to support the transition to a low-carbon economy.
We are signatories of the Principles for Responsible Investment and currently have an A+ rating. We joined Climate Action 100+ in 2017, are a supporter of the Taskforce on Climate-Related Financial Disclosure (TCFD), a member of the Carbon Disclosure Project and a partner of the Climate Bond Initiative.
Flexibility, choice, value and 24/7 access are just a few of the advantages of using our platform.
Our ‘Technical matters’ hub provides a wide range of guides and support on retirement and tax planning.
Expert insight to help you stay up-to-date with changing regulation.
Overview
