List of Fidelity Trader+, formerly Active Trader Pro Customers
Boston, 2110, MA,
United States
Since 2010, our global team of researchers has been studying Fidelity Trader+, formerly Active Trader Pro customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fidelity Trader+, formerly Active Trader Pro for Trading Platform from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fidelity Trader+, formerly Active Trader Pro for Trading Platform include: Nordwand Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $40.0 million, Amplius Wealth Advisors, a United States based Banking and Financial Services organisation with 12 employees and revenues of $12.0 million, Shorehaven Wealth Partners, a United States based Banking and Financial Services organisation with 10 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Fidelity Trader+, formerly Active Trader Pro, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fidelity Trader+, formerly Active Trader Pro customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Amplius Wealth Advisors | Banking and Financial Services | 12 | $12M | United States | Fidelity Investments | Fidelity Trader+, formerly Active Trader Pro | Trading Platform | 2021 | n/a |
In 2021, Amplius Wealth Advisors implemented Fidelity Trader+, formerly Active Trader Pro, as its Trading Platform. The firm selected Fidelity Institutional as custodian to provision trading, custody, and brokerage operations within the United States, focusing the deployment on the finance process area. The decision supported the launch of the independent RIA and aimed to establish custody-aligned trade execution and reporting foundations.
Fidelity Trader+, formerly Active Trader Pro, was configured to provide standard Trading Platform capabilities including order entry and execution management, multi-asset trade blotters, real-time market data and streaming quotes, portfolio and position views for custodial accounts, and compliance and audit logging modules consistent with broker custody requirements. Module usage is inferred from the custodial relationship with Fidelity Institutional and aligns with brokerage and trading workflows typical for a small registered investment advisor.
Operational scope centered on finance, trading, and client service functions at Amplius Wealth Advisors in the United States, integrating custody and brokerage workflows into advisor-led client reporting and trade processing. Governance and rollout activities were oriented around Fidelity Institutional onboarding, trade handling procedures, and custodial reporting, with the stated intent to support the firm’s independent growth and client service outcomes.
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Nordwand Capital | Banking and Financial Services | 10 | $40M | United States | Fidelity Investments | Fidelity Trader+, formerly Active Trader Pro | Trading Platform | 2022 | n/a |
In 2022, Nordwand Capital implemented Fidelity Trader+, formerly Active Trader Pro, as a Trading Platform to support custody, trading and reporting within its finance function for the multi-family office. The firm selected Fidelity Brokerage Services and Fidelity Institutional as custodian and platform provider to centralize execution and reporting workflows for ultra-high-net-worth clients in the United States, and the selection aimed to provide scale and platform support for the firm’s multi-family office operations.
The Fidelity Trader+ deployment focused on workstation trading capabilities typical of a Trading Platform, including real-time market data, order entry and execution, and integration into custody and reporting pipelines managed through Fidelity Institutional. Operational coverage was concentrated on finance and multi-family office operations, provisioning trading desk and adviser access while aligning custody permissions and reporting feeds with Fidelity Institutional account structures.
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Shorehaven Wealth Partners | Banking and Financial Services | 10 | $5M | United States | Fidelity Investments | Fidelity Trader+, formerly Active Trader Pro | Trading Platform | 2020 | n/a |
In 2020, ShoreHaven Wealth Partners implemented Fidelity Trader+, formerly Active Trader Pro, as its Trading Platform. The firm publicly selected Fidelity Institutional as custodian to enable brokerage, custody and trading services for its finance processes in the United States following the launch in New Jersey.
Fidelity Trader+, formerly Active Trader Pro, was configured to provide order entry and execution management, real time market data, account and position reporting, and trade blotter functionality consistent with Trading Platform capabilities. Configuration work focused on mapping account structures to Fidelity Institutional custody records and enabling account level reporting feeds for advisor and client statement workflows.
Operational coverage centered on advisory and back office finance functions, including trade execution workflows, custody reconciliation, and reporting integrations across the United States. The implementation supported the firm s operational independence from the perspective of custody and trading services while consolidating brokerage and reporting under the Fidelity Institutional relationship.
Governance and workflow changes included formalizing trade approval and cash management protocols and establishing reconciliation cadence between trading activity and custodian records. Reporting integrations were a key operational outcome, enabling automated statement and position feeds between Fidelity Trader+ as the Trading Platform and the firm s advisory reporting processes.
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Buyer Intent: Companies Evaluating Fidelity Trader+, formerly Active Trader Pro
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