Integrations /Custodians & Portfolio Management

Get started with Wealthbox + Fidelity

Modern CRM integrated with Fidelity’s Wealthscape platform.

Overview

An open brokerage platform for all your clearing and custody needs, Fidelity’s Wealthscape platform can be customized or leveraged as a single solution to help you scale your business for the future. The integration with Wealthbox allows users to view account details for a Wealthscape client and single-sign-on.



“The innovative integration between Wealthbox and Fidelity’s Wealthscape ultimately saves our 800 nationwide advisors time that we can give back to our clients to better serve them.”

Jason Crump

Vice President, Brookestone Capital Management

Get started with Wealthbox + Fidelity

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