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Fidelity Adviser Solutions

Willingness to recommend

3.78/5

Integrations

3.45/5

Value for money

4.04/5

Service

3.77/5
Based on 131 reviews

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About the provider

Established 22 years ago, Fidelity Adviser Solutions is an adviser services business that offers a comprehensive range of investment-related products, tools and services to advice firms and their clients. We seek to make advisers’ lives easier and their firms more efficient while providing a great experience for their clients. 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 collective and exchange traded investments and wrappers, we provide advice firms with cutting-edge technology solutions and tooling. These not only improve efficiency but also enhance the client experience. Advised clients have full access to their accounts through a secure portal and highly-rated App. We are proud to serve more than 5,000 adviser firms while administering £49 billion on behalf of over 330,000 clients*. We were honoured with ‘Platform of the Year’ at the UK Platform Awards 2021.

 

* All figures as at 1/1/22

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Ownership:

Part of Fidelity International, a private, family owned business

AUM:

£49 bn

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. Fidelity businesses tend to be more modest – rarely tooting their own horn. We’ve been pleased to see Jackie Boylan, head of Fidelity Adviser Solutions, more active in the press and the market. They have built APIs to integrate to common industry solutions and have built custom integrations for some of their strategic partners. They are also investing in functionality to better support model portfolios and DFMs and their pricing is also good and we hear their service is getting better. They were recognised by NextWealth as a digital process champion.

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Integrations

Based on 131 reviews
3.45/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
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No integrations available for Cashflow Modelling

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Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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