Fidelity Model Portfolios Inside Riskalyze
If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Fidelity models, drop them right into your account, and make them your own with just a few clicks.
FEATURED IN THE AWARD-WINNING PARTNER STORE
Riskalyze’s Partner Store gives thousands of firms access to the industry’s best strategies and research, and it was named “Best Model Marketplace” at WealthManagement.com’s annual industry awards event.
GET ALERTS WHEN STRATEGIES ARE UPDATED
Whenever Fidelity updates their models, you get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly.
REBRAND MODELS AND MAKE THEM YOUR OWN
Model subscriptions are designed to let your brand shine. Whether you’re directly following Fidelity strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business.
Fidelity Model Portfolios
Accessing Fidelity’s powerful portfolio management capabilities, Fidelity model portfolios can help you manage investments effectively so you can add value for your clients in other ways.
Scale your practice: High-quality investment management at a low cost. Less time managing portfolios, more time with clients.
Help improve outcomes: Increase your focus on goal-based planning. Provide access to consistent, institutional-quality investment management.
Visit Fidelity’s site to learn more about Fidelity Model Portfolios at go.fidelity.com/models.
Fidelity Disclaimer: Fidelity Model Portfolios are available to financial intermediaries on a non-discretionary basis by FIAM LLC a registered investment adviser or by Fidelity Investments Institutional Services Company, Inc. a registered broker-dealer, both of whom are not affiliated with Riskalyze. Riskalyze, its services and output are provided solely by Riskalyze, Inc. and not Fidelity. In providing the Fidelity Model Portfolio allocations to Riskalyze, Fidelity is not endorsing or recommending Riskalyze. Fidelity compensates Riskalyze for making our models available on its platform, for including our funds in its No Platform Fee program and for permitting Fidelity to use the Riskalyze Numbers. The terms of the Riskalyze No Platform Fee Program are determined by Riskalyze and subject to change in its discretion.
Want to Unlock the Power of Trading Automation?
That’s where Riskalyze Trading comes in.
When you unlock Trading Automation, you can seamlessly take strategies from discovery, to decisions, to trade execution, and keep everything on track.
Talk With a Specialist
See Fidelity Strategies Modeled in Riskalyze
© 2023 Riskalyze, Inc. All Rights Reserved. Riskalyze and Risk Number are trademarks of Riskalyze, Inc. Riskalyze, Inc. is not a registered investment advisor or broker-dealer, does not make investment recommendations, nor facilitate the purchase or sale of securities. Advisors, firms, their custodians and/or broker dealers, agents or administrative assistants using Riskalyze technology certify that they hold the proper licenses and registrations to transact with and/or render advice to their clients.