SmartOffice Integration Partner

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Fidelity® Clearing and Custody Solutions Wealthscape

SmartOffice’s integration with Fidelity Clearing and Custody Solutions Wealthscape helps you manage existing client relationships and onboard new clients faster and more efficiently than ever.

Enhance your productivity

Using SmartOffice and Wealthscape together, you can cut down on manual data entry and streamline the workflows you rely on every day. (Don't have SmartOffice? Click here.)

New Account
Opening

Tap into your rich SmartOffice customer database to make the client onboarding process in Wealthscape faster, more accurate and more cost-effective.

From a SmartOffice contact or household record, you can securely transfer client data to Wealthscape, and then continue onboarding the client as you normally do.

Automated
Data Import

Stop wasting time with manual updates of your clients’ investment data in SmartOffice. With data import from Wealthscape, your SmartOffice client records stay up to date with the latest account and position data—automatically.

With that data, you can create powerful, professional investment reports in the format of your choice.

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Take the
First Step

Single
Sign-On

Navigate seamlessly between SmartOffice and Wealthscape without juggling multiple logins. When you log in to one application, you’re automatically logged in to the other.

If you’re viewing an investment account in SmartOffice, you can even jump directly to the corresponding account positions page in Wealthscape.

Take a look

Here’s a quick visual tour of the interaction between SmartOffice and Wealthscape.

Select account holders in SmartOffice and securely transfer their data to the WealthscapeSM new-account form in seconds.

Use the data automatically imported into SmartOffice from Wealthscape to create quality reports for your clients. This Account Summary breaks down a client’s asset allocation by asset class and includes detailed account information.

Make a Lasting First Impression

First impressions are critical to building trust and establishing productive, long-term client-advisor relationships. Demonstrate to new clients from Day 1 that your practice prioritizes speedy, efficient service. Set yourself apart from
the competition with SmartOffice and Wealthscape.

Fidelity Investments is an independent company, unaffiliated with Ebix. Fidelity Investments is a service provider to Ebix. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Ebix and does not guarantee, or assume any responsibility for, its content. Fidelity Investments and National Financial are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.  736135.2.0

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