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.

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NO Platform fee (NPF) discount program

With advisors managing billions in AUM through Autopilot Trading, we’re pleased to highlight a way to access both Riskalyze and Autopilot for free. Our NPF list comprises nearly 200 hand-picked funds, including those from Fidelity in the Partner Store.

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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.

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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. 

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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.

See Fidelity Strategies Modeled in Riskalyze

George-Johnson

"Riskalyze helped me save a $650,000 client, and connect with them on a whole new level."

George, Advisor In California

client

"Riskalyze is client suitability and ethical practices defined."

David, Advisor In California