Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • eToro Reviews & Ratings
    32,208 Ratings
  • Vantage Reviews & Ratings
    15,963 Ratings
    Company Website
  • IUX Reviews & Ratings
    968 Ratings
    Company Website
  • DXcharts Reviews & Ratings
    28 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    89 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    240 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • SurePayroll Reviews & Ratings
    845 Ratings
    Company Website
  • LeaseAccounting.app Reviews & Ratings
    Company Website

What is Fidelity?

Whether you need comprehensive wealth management or guidance on planning for retirement, our services are tailored to assist you throughout your financial journey. We provide a variety of advantages, such as no account fees, commission-free trading, and no minimum balance requirements for account openings, which enhance the potential of your investments. You will benefit from intuitive tools and the latest insights from our knowledgeable team. Grasping your current financial status is crucial, so make use of our assessment tool to evaluate your readiness for retirement and pinpoint areas that need attention. Our cost-effective robo-advisory services deliver expert investment management, accommodating both fully digital investments and hybrid arrangements that include access to advisors when needed. You will be paired with a dedicated advisor who will offer personalized advice aimed at optimizing and protecting your wealth. Furthermore, you can subscribe to our weekly newsletter for expert analysis on market trends, investment tactics, and personal finance strategies that can empower your financial choices. In addition, our team is committed to ensuring that you navigate the complexities of your financial future with confidence and clarity, providing you with the necessary support every step of the way.

What is EXANTE?

With your EXANTE account, you can easily access over 50 financial markets around the globe, including prominent exchanges like NASDAQ, the London Stock Exchange, and the Tokyo Stock Exchange. This offering is designed specifically for private investors who desire a smooth pathway to various international trading platforms, allowing them to manage all their investments through a single multi-currency account. You have the opportunity to trade a diverse range of assets, including stocks, ETFs, bonds, futures, options, metals, as well as both fiat and cryptocurrencies. For wealth and asset managers servicing multiple clients, EXANTE provides the capability to introduce new exchange-traded and OTC products to your customers, all while enjoying simplified management of multiple accounts and access to comprehensive reporting tools. The platform not only strengthens investor relations but also enhances personal wealth management services, complemented by around-the-clock customer support. Moreover, private financial institutions managing investments for wealthy families and groups can greatly benefit from flexible jurisdiction choices, easy asset transfers, and superior investor protection offered by our award-winning, globally licensed platform. This all-encompassing approach guarantees that every aspect of your investment needs is addressed with expertise and efficiency, ensuring a smooth trading experience.

Media

Media

Integrations Supported

APS Payroll
Akoya
CFO Silvia
Caddi
Claritus
Diversiview
Financial Tech Wiz Trading Journal
FirstClose
Obol
Option Alpha
ProTracker Advantage
ProTracker RMD
Provisian
RightCapital
Riskalyze
The Dividend Tracker
TradeZella
TradersPost
isolved

Integrations Supported

ATAS

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Fidelity Investments

Date Founded

1946

Company Location

United States

Company Website

www.fidelity.com

Company Facts

Organization Name

EXANTE

Company Location

Cyprus

Company Website

exante.eu/

Categories and Features

Categories and Features

Popular Alternatives

ProTracker RMD Reviews & Ratings

ProTracker RMD

ProTracker Software, Inc.

Popular Alternatives

Public Reviews & Ratings

Public

Public.com