Unlimited flexibility.
Our brokerage technology.
Complete, web-based
advisor workstation
Our brokerage technology workstation integrates trading and service functionality with customer information and risk management tools. Take advantage of a single point of access to real-time market data, news, and third-party research — virtually anytime, anywhere.
Client reviews
made easy
Powerful portfolio analytics tools allow you to analyze multiple accounts as a single portfolio. Break down asset allocation, equity sectors, and bond components of clients’ portfolios. Analyze position and portfolio returns and projected cash flows from current holdings. Create professional, custom color reports in seconds.
Holistic wealth
management support
Add the strength of Thomson ONE to your integrated workstation. Pinpoint high net worth opportunities within your current book of business, search your book using hundreds of data points, and create targeted customer lists. Features include: advanced order management and trading, in-depth broker sales tools, educational resources, preferred rates on services from third-party providers, and customizable risk management tools.
Retirement income
evaluator
Simplify the complex steps of retirement income planning. Build a retirement income plan with existing customer asset and account information prepopulated from the brokerage platform. This valuable tool allows you to create, store & update retirement income plans for your clients with efficiency and scale. Features include a Monte Carlo-based modeling engine, tax-sensitive cash flow analysis, and what-if modeling.
Powerful
fixed income tools
This fully-integrated bond trading component simplifies selling fixed income products. BondTraderPro® empowers you to implement advanced filtering options, research and identify suitable offerings, build ladders and proposals, and much more.
Mobile
freedom
Place trades from anywhere and serve clients on the go. With one touch, you can scan alerts, access market data and news, and review orders. This mobile app is portable, secure, and easy to use.
Paperless
workflow
Transform your office into a paperless environment, manage your business processes, and increase efficiency and business continuity. You can securely send, scan, store and retrieve unlimited documents quickly and easily.
Online access
for clients
Give clients 24/7 access to their brokerage account, where they can place trades and view accounts, positions, balances, real-time order status updates, and two years of transaction history. They can also download their own mobile app, for account access on the go.
Client
householding
Save time and look smarter when preparing for client conversations. Many of your clients have multiple accounts with you. This tool allows you to view those accounts holistically and transact across them as a whole.
Block
trading
Take advantage of block trading features that allow you to place a single trade that, when executed, can be allocated to multiple accounts — with each benefiting from the same average share price.
Equity & fund
screeners
Stock and mutual fund screeners are built right into your advisor workstation, allowing you to quickly and easily select stocks or funds based on key metrics like share price, market cap, P/E ratio, dividend yield, and more.
For financial professional use only.
Wealthscape is a registered service mark of FMR LLC and is provided by Fidelity Clearing & Custody Solutions®.
Thomson ONE is provided by Thomson Reuters. Thomson Reuters is an independent company and is not affiliated with SCF Securities Inc or Fidelity Clearing & Custody Solutions®.