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Fidelity Adviser Solutions
Willingness to recommend
3.64/5
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.
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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.
Integrations
Based on 278 reviews
3.45/5
Integrates One Way
Integrates Both Ways
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
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Reviews
Willingness to recommend
Integrations
Value for money
Service
Poor service levels and lots of mistakes.
Anonymous
October 2023
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
