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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.

Website

https://clearingcustody.fidelity.com/

Contacts

https://www.facebook.com/fidelityinvestments

https://www.linkedin.com/company/fidelity-investments/

https://twitter.com/Fidelity

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.
#Rebalancing #Trading
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.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning
LifeYield
LifeYield, LLC
LifeYield is helping thousands of investors, advisors, and firms improve financial outcomes and increase overall tax-efficiency at the household-level.
#Tax Planning #Financial Planning #Rebalancing #Portfolio Management
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
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.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning

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Fidelity

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