With advisors managing billions in AUM through Riskalyze Trading, we’re pleased to highlight a way to access both risk and trading functionality for free. Our NPF list comprises nearly 200 hand-picked funds, including those from Fidelity in the Partner Store.
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.
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.
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.
When you unlock Trading Automation, you can seamlessly take Fidelity strategies from discovery, to decisions, to trade execution, and keep everything on track.
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