Fintech Integration Marketplace

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National Financial Services | Fidelity

National Foinancial Services (NFS) is a registered broker-dealer owned by Fidelity Global Brokerage Group. NFS provides a wide range of securities-related services to customers primarily in the United States. The company engages in brokerage, clearance, custody, and finncing activities. The client base of NFS includes institutional and individual investors.

Fidelity
Fidelity

Companies that integrate with NFS

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.

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Fidelity

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