Integrations /Custodians & Portfolio Management
Get started with Wealthbox + Fidelity
Modern CRM integrated with Fidelity’s Wealthscape platform.
Integrations /Custodians & Portfolio Management
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.
Enabling the Fidelity integration will display a new “Fidelity” tab on the Contact Record page in Wealthbox.
You can drill into the details from the account summaries on the Contact Record by clicking on the account name.
From there, you have quick and easy access to view Positions.
…and Transactions.
“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, Brookstone Capital Management
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
