Software that connects to Fidelity

15 of the 77 tools we list name a connection to Fidelity on their own site: 8 advisor CRMs, 5 planning tools and 2 AI tools. Here is which way data moves for each, and where we read it.

Which way data moves, as each tool describes it

Sends data to FidelityTakes data from FidelityTwo-way, in the vendor's words

Send data to Fidelity (0)

No tool says it sends data here

Fidelity15 tools connect

Take data from Fidelity (8)

WealthboxRightCapitalSlantIncome LabMoneyGuideAdvisors AssistantFinDashAdvyzon

Data in and out (2)

RedtailSmartOffice

Named only (5)

AdvisorEngineArcons TechnologyeMoney AdvisorPitCrewTandems

The rule: every tool we list that names a live connection to Fidelity, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Fidelity

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Takes data from and sends data to Fidelity Recorded as "Fidelity Institutional for Custody (Wealthscape)" Data out: new accounts created from Redtail data Data in: account feed (typically daily) Data in: Fidelity account-based alerts shown in the CRM Single sign-on Takes data from Fidelity Recorded as "Fidelity Institutional for Clearing" Data in: account feed (typically daily) Takes data from Fidelity Data in: account feed (typically daily)	Checked on the vendor's site · Oct 6Redtail support article: Fidelity Institutional for CustodyChecked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Takes data from Fidelity Recorded as "Fidelity (Wealthscape)" Data in: account details Single sign-on	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Slant	Takes data from Fidelity Recorded as "Fidelity Investments (Integration Xchange)" Data in: Fidelity account data	Checked on the vendor's site · Oct 6Slant docs: release Fidelity Investments data to Slant	$150 a month for one person Connection cost: not stated on the Slant pages we read (Oct 7).
Advisors Assistant	Takes data from Fidelity Recorded as "Fidelity NFS" Data in: investment transaction downloads	Checked on the vendor's site · Oct 6Advisors Assistant integrations page	With this connection: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum) Cheapest plan without it: $52 a month for one person Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages. Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page Note: Custodian downloads are not in the $52 Core CRM or the $94 Insurance Policy Tracking package. Investment position downloads come with the Investment Tracking ($94), Full Account Tracking ($105) and Agency Management ($137) packages, and transaction downloads are a $95 add-on to those. The integrations page also still lists TD Ameritrade, whose last accounts Schwab moved over in May 2024, so parts of that list may be out of date.
AdvisorEngine	Names Fidelity, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6AdvisorEngine CRM integrations page (partner logos)	$207 a month for one person The plan has a 3-user minimum Connection cost: not stated on the AdvisorEngine pages we read (Oct 7). Note: AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date.
Advyzon	Takes data from Fidelity Recorded as "Fidelity Institutional (Wealthscape)" Data in: account alerts and tax forms Direction not stated: digital account opening Single sign-on	Checked on the vendor's site · Oct 6Advyzon integrations page	No price found Connection cost: Advyzon publishes no pricing for us to read.
Arcons Technology	Names Fidelity, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6Arcons partner integration page (custodian partner logos)	No price found Connection cost: Arcons Technology publishes no pricing for us to read.
SmartOffice	Takes data from and sends data to Fidelity Recorded as "Fidelity Wealthscape" Data out: new-account forms pre-filled from SmartOffice Data in: client accounts and positions Single sign-on	Checked on the vendor's site · Oct 6SmartOffice partners page	No price found Connection cost: SmartOffice publishes no pricing for us to read.

Planning tools that connect to Fidelity

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from Fidelity Data in: position-level account data	Checked on the vendor's site · Oct 6RightCapital help centre: Fidelity integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Income Lab	Takes data from Fidelity (through BridgeFT) Recorded as "Fidelity (via BridgeFT)" Data in: Fidelity data feed, through BridgeFT Takes data from Fidelity (through BridgeFT) Recorded as "National Financial Services (NFS, via BridgeFT)" Data in: linked investment accounts	Checked on the vendor's site · Oct 6Income Lab help centre: Fidelity (via BridgeFT) integrationChecked on the vendor's site · Oct 6Income Lab help centre: National Financial Services (NFS, via BridgeFT) integration	$165.83 a month for one person Connection cost: Schwab, Fidelity and Orion integrations are listed on the Core plan, and Pro includes everything in Core. Checked on the vendor's site · Oct 6Income Lab pricing page
MoneyGuide	Takes data from Fidelity Recorded as "Fidelity (Wealthscape FBS)" Data in: client accounts and position values, refreshed Takes data from Fidelity Recorded as "National Financial (Wealthscape NFS)" Data in: client accounts and position values, refreshed	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
FinDash	Takes data from Fidelity Data in: balances, positions, transactions, cost basis/tax lots and activity	Checked on the vendor's site · Oct 6FinDash help centre: Fidelity Custodial	$239.20 a month for one person The plan has a 2-user minimum Connection cost: FinDash sells one workspace at one price ($299 a month for 2 seats on monthly billing), and the plan lists custodial feeds among what it includes. Checked on the vendor's site · Oct 6FinDash pricing page
eMoney Advisor	Names Fidelity, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to Fidelity

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
PitCrew	Names Fidelity, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.
Tandems	Names Fidelity, with no detail Listed on the vendor's site, with no detail on what moves Names Fidelity, with no detail Recorded as "NFS" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Tandems homepage	No price found Connection cost: not checked yet.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Wealthbox (23)Redtail (22)Orion (21)Black Diamond (17)MoneyGuide (14)Pershing (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Jump (5)Zocks (5)