List of Fidelity Wealthscape Customers
Boston, 2110, MA,
United States
Since 2010, our global team of researchers has been studying Fidelity Wealthscape 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 Wealthscape for Asset and Wealth Management 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 Wealthscape for Asset and Wealth Management include: Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, First Republic Bank, a United States based Banking and Financial Services organisation with 7200 employees and revenues of $5.77 billion and many others.
Contact us if you need a completed and verified list of companies using Fidelity Wealthscape, 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 Wealthscape 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 | Insight Source |
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First Republic Bank | Banking and Financial Services | 7200 | $5.8B | United States | Fidelity Investments | Fidelity Wealthscape | Asset and Wealth Management | 2018 | n/a | In 2018, First Republic Bank implemented Fidelity Wealthscape to centralize its Asset and Wealth Management capabilities for wealth advisors and client services. Fidelity Wealthscape was provisioned to support advisory account management, client reporting, and portfolio administration while aligning with institutional compliance and operations functions. Configuration focused on core Asset and Wealth Management modules, including portfolio accounting, client onboarding and profile management, trade order processing, and consolidated client reporting. Implementation included role based access schemas and account level permissions that mapped platform roles to advisory, operations, and client service job functions. Operational integrations used the bank's identity and ticketing tooling, leveraging SailPoint Identity Management, ServiceNow, and Active Directory for provisioning, deprovisioning, access requests, and periodic recertification. Those integration points were instrumented to automate request handling, collect audit evidence, and enforce access reviews across the wealth management application estate. Governance and rollout emphasized role based access control, periodic access reviews, and centralized audit evidence deposition to align IT, security, and compliance workflows. First Republic Bank implemented Fidelity Wealthscape for Asset and Wealth Management to support wealth advisory, client account administration, and compliance operations. | |
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Fidelity Investments | Fidelity Wealthscape | Asset and Wealth Management | 2017 | n/a | In 2017, Northern Trust implemented Fidelity Wealthscape to support Asset and Wealth Management operations across its wealth management and private client functions. The deployment centered on Wealthscape as a portfolio management and client servicing platform, with implementation tied to portfolio construction, client advisory workflows, and advisor-facing reporting. Fidelity Wealthscape was configured to support portfolio monitoring and order management workflows, together with performance reporting and client-facing account views. Implementation work emphasized open architecture portfolio management, enabling advisors to evaluate asset allocation and benchmark alignment through integrated portfolio surveillance and attribution capabilities. The Wealthscape deployment was integrated with third-party systems explicitly cited in the implementation notes, including Envestnet for model and account management, Bloomberg for market data and analytics, BlackRock Aladdin for risk and analytics integration, and Morningstar for research and holdings-level data. Operational coverage included investment teams, relationship managers, and advisor desks who used these integrations to monitor client portfolios and ensure alignment with investment policy and risk tolerance. Governance and workflow changes accompanied the rollout, with standardized processes for portfolio construction reviews, benchmark evaluation, and advisor client consults instrumented into Wealthscape workflows. According to the provided implementation notes, advisors managing open architecture portfolios using Wealthscape contributed to new business growth, with managed portfolios growing to over 200 million in assets under management and digital platform ideas presented to senior leadership generating additional revenue. |
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