Comprehensive financial planning, retirement income planning, goals-based planning, scenario analysis, risk assessment, estate planning, and integration with Fidelity's broader wealth management platform.
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Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
Marketing materials note detailed cash flow analyses over multiple years are supported in Wealthscape Planning. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
The product specifically lists goals-based planning for retirement, education, and major purchases. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
Scenario analysis, including market changes and life events, is mentioned as a feature. | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
Tax planning tools and tax-efficient strategies are integrated per Fidelity Wealthscape documentation. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
Estate planning support (including trusts and wills) is a module of the platform. | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Retirement income planning and analysis is described as a core product strength. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Portfolio/risk assessment and investment recommendations based on client profiles are integrated. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
Tracks and suggests strategies for managing debt/liabilities as part of financial tools. | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
Education planning modules are specifically cited in product descriptions. | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Automated and on-demand balance sheet generation is referenced in materials. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
No information available | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Monte Carlo simulation for outcomes is explicitly listed as a planning tool. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Insurance needs analysis (life, health, disability) part of integrated financial assessment. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
Account aggregation (including bank accounts) for holistic planning is documented. | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Supports direct and aggregated investment account feeds, including from Fidelity and external custodians. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
No information available | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
Advisors can view and manage Fidelity portfolio and trading data; integration implied with central platform. | |
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APIs Availability Availability of robust APIs for custom data integrations. |
APIs for integration with adjacent tools and platforms are usually available for enterprise systems (Fidelity offers APIs via developer documentation). | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
No information available | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
Real-time or near-real-time account aggregation and market data refresh is foundational to the product. | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Manual and automated data import/export (CSV, Excel, etc.) is supported for onboarding and reporting. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
No information available | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
Integrations with third party FinTech tools is referenced (e.g., budgeting apps, risk, and portfolio software). |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Advisors can generate custom reports for client meetings (cited as a differentiator). | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Many pre-built templates available for standard, regulatory, and performance reporting. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Dashboards and advanced data visualization are highlighted in platform descriptions. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
No information available | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Historical and scenario-based comparative analysis is available and is part of plan reviews. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
Dashboards are customizable for both advisors and clients. | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Reports can be exported in multiple formats—PDF, Excel, and likely other standard types. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
Secure client-facing portal for report viewing and data access is a key offering. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
No information available | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
The platform boasts a modern, user-friendly interface. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
Mobile app access (iOS/Android) to plans and data is a product feature. | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
No information available | |
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Multilingual Support Software and documentation are available in multiple languages. |
No information available | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
No information available | |
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Client Portal Features a dedicated, secure portal for client access. |
Client portal with secure access is core to the experience. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Role-based access controls for advisors, staff, and client users are standard in enterprise offerings. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
Multi-tenant support for firms with multiple users and teams is referenced in business solutions. |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
Data encrypted at rest and in transit per Fidelity's security policies. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
Multi-factor authentication is standard on Fidelity Wealth and advisor platforms. | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Audit logging for compliance and supervisory oversight is included. | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
Large institutional clients can select US or international data residency for compliance. | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
Fidelity maintains SOC 2 and ISO 27001 certifications across Wealthscape per compliance documentation. | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
Fidelity states compliance with GDPR, CCPA, and industry privacy rules. | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
Automatic user session timeouts are described in security documentation. | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
No information available | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
Advisors can annotate plans/files (feature shown in screenshots and documentation). | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
No information available | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
No information available | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
Wealthscape workflow includes digital/automated steps for onboarding new clients. | |
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Email Integration Connects with major email platforms for enhanced communication. |
Connects to email platforms for alerts and client communications. | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
Digital signature support via integration or native tools is referenced. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Client dashboards are customizable by advisors for personalization. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Goals-based planning modules available for client/advisor goal tracking and monitoring. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
Fidelity provides educational resources and libraries embedded in the platform. | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
No information available | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
Platform logs client logins and resource use for analytics. | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
No information available |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
No information available | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
No information available | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
No information available | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
No information available | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
No information available | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
No information available | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
No information available | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
Fidelity Wealthscape is hosted in geographically distributed redundant data centers (industry standard for enterprise). | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
24/7 technical support is provided to advisors and clients using the Wealthscape platform. | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
Fidelity assigns dedicated account managers for onboarding and ongoing enterprise support. | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Fidelity maintains an extensive online knowledge base and documentation for Wealthscape Planning. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
Interactive in-platform tutorials and help tooltips are available (noted in training/resources section). | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
No information available |
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