Exclusive Technology Platform
Having our technology at your fingertips makes all the difference, and you can’t get this ONE anywhere else. BerthelONE is our exclusive proprietary software that provides everything you need to run your practice from anywhere at anytime. This paperless workflow platform provides client-relationship management tools, email, service centers, product intelligence reports, forms and a commission center. When you combine BerthelONE with our leading-edge clearing execution products and integrated productivity tools, your profitability will increase.
Trading and Account Platform
We’re always working to provide you the very best resources so you can boost your profits and meet all of your clients’ needs. With Wealthscape® – the Fidelity Clearing & Custody Solutions account and trading platform, you can manage your business with a convenient end-investor portal. By focusing on managing risk and enhancing productivity, Wealthscape is one platform you won’t want to be without.
Retirement Income Planning
The Fidelity Retirement Income Evaluator® paired with Wealthscape provides you detailed retirement budgets that will improve your client’s experience. Our software tools will save you time by helping to create accurate and detailed retirement income plans through a streamlined process where you are able to capture comprehensive data on expenses, income sources and assets.