28 Integrations with Fidelity
View a list of Fidelity integrations and software that integrates with Fidelity below. Compare the best Fidelity integrations as well as features, ratings, user reviews, and pricing of software that integrates with Fidelity. Here are the current Fidelity integrations in 2026:
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1
isolved
isolved HCM
isolved is a provider of human capital management (HCM) solutions that help organizations recruit, retain and elevate their workforce. More than 195,000 employers and 8 million employees rely on isolved's software and services to streamline human resource (HR) operations and deliver employee experiences that matter. isolved People Cloud™ is a unified yet modular HCM platform with built-in artificial intelligence (AI) and analytics that connects HR, payroll, benefits, and workforce and talent management into a single solution that drives better business outcomes. Through the Sidekick Advantage™, isolved also provides expert guidance, embedded services and an engaged community that empowers People Heroes™ to grow their companies and careers. -
2
APS Payroll
APS
At APS, our mission is simple: to make payroll and HR easier. Our comprehensive, user-friendly SaaS platform is designed to streamline human capital management for organizations, enabling efficient payroll processing, automated HR workflows, and an enhanced employee lifecycle—all in one place. With decades of industry expertise, APS is your dependable partner, committed to continuous improvement and innovative solutions that meet the evolving needs of our clients. Our clients and partners benefit from personalized service and dedicated support, helping them achieve their goals effortlessly. Businesses choose APS as their trusted workforce partner because of our unwavering commitment to the customer experience, reflected in our 98% customer satisfaction rate. Experience the APS difference—where professional, approachable, and innovative service meets your HCM needs.Starting Price: $50.00 base fee per month -
3
TradeZella
TradeZella
Your all-in-one trading journal to help you track, analyze and improve. Gain deeper insights into where you’re messing up, learn how to drive sustainable profits, and get reports to focus on strategies that work. Analyze your trading from a first glance to being able to take a deeper look at what's working and what isn't. Understand if you're risking too much on your trade, how you're performing for the month, what bad patterns you keep repeating, and more. Get a clear picture of where winning trade opportunities lie. Track each trade with the right metrics. Explore all possibilities that level up your profitability. See what statistically works so you can make data-driven decisions and trade with confidence. With all the right resources, you can discover the weaknesses in your strategy to build a stronger trading system. Synced with your trading data, you can replay your trades within TradeZella to understand where you went right or wrong.Starting Price: $49 per month -
4
Medved Trader
Medved Trader
Track portfolios, show charts with technical indicators, monitor time & sales, all in real-time using any one (or several) of the supported data sources. Flexible and fully customizable charting, with all the various chart types, indicators, annotations and alerts that active traders require. See where your current orders and positions are, create a new order, drag pending orders with a mouse to a new price, see them execute, all from the chart. Detect multiple candle patterns in real-time on charts and incorporate chart pattern detection in real-time scans. A complete set of patterns with various tweaking parameters. A full-featured alert system that includes fully configurable alerts on single symbols, multi-symbol, portfolios, and news. Trendline alerts on charts are also available. Streaming and snapshot news from multiple sources show up on the portfolios. Trade and monitor your accounts from inside the program using any of the brokers to which Medved Trader connects.Starting Price: $19.99 per month -
5
Claritus
Claritus
Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio. -
6
ProTracker Advantage
ProTracker Software
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.Starting Price: $895/user/year/1,000 RMDs -
7
TradingDiary Pro
TradingDiary Pro
Keeping a trading journal prevents you from trading randomly and impulsively, and losing a huge amount of money. In turn, it makes you a much more successful trader. Forget the trading journal templates, sheets, and trade logs you spent weeks building and then need to fill in on a daily basis. TradingDiary Pro is a user-friendly trading performance recorder with one-click import support, a wide range of configurations, useful statistics, and practical reports. The clear visual charts will help you to understand the true human nature of trading, avoid repeatedly making the same mistake, and control your behavior. Give yourself the chance to improve your performance, and become as good as you have always dreamt you would be. Risk handling is vital for successful trading, especially in leveraged trading. It helps cut down losses and it helps also to protect a trader’s account from losing all of his or her money.Starting Price: $149 one-time payment -
8
Kinfo
Kinfo
Kinfo tracks your trading performance and lets you view top traders' portfolios. Track your trading performance. Kinfo calculates relevant trading metrics and will show you how you perform. View successful traders' portfolios, and view trades, metrics, and charts from traders with proven success. Analyze individual trades in detail, and see every detail about every trade for better insight. Receive alerts when someone trades. Follow your favorites and receive an alert when they make a trade. The journal tracks monthly progress. See how you perform monthly, and analyze your success or failures. Learn about what works by analyzing your own trades. Kinfo works by integrating directly with your broker. Linking only takes a few seconds, it´s secure and it´s optional to share your trading performance. Download the app or signup on to the web. It only takes a minute, its free and we don´t send spam. View your trading performance such as winning trades.Starting Price: Free -
9
Dividend.watch
Dividend.watch
Forget spreadsheets or complex data entry. Easily track over 83,100 stocks & ETFs within your very own dashboard. A convenient way to track a portfolio of any size, estimate future income, calculate diversification, and stay on top of all updates. Advanced dividend calculator on the web packed with great features. Calculate any stock in any scenario in a few clicks! Every investor needs to know what is his dividend income. Smart investors look for other useful metrics that help them to make the right decisions. All useful information about your monthly dividend income is in one place together with useful metrics which are recalculated every 24 hours automatically. Buy and sell popular dividend stocks and build up your portfolio. Track all important metrics like dividend yield, the yield on cost, dividend income, P/E ratio, and much more. Calculate dividend income and other metrics. Estimate your monthly dividend income. Diversification and keeping track of your dividend portfolio.Starting Price: $5.3 per month -
10
Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
11
RightCapital
RightCapital
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.Starting Price: $139.95 per month -
12
Provisian
Provisian
Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.Starting Price: $75 per month -
13
Option Alpha
Option Alpha
Leverage automation to improve returns, find better trades, and transform into a superhuman trader. Trade SPX for a cash settlement and favorable tax treatment using the all-new 0DTE Oracle. Our mission is to empower every trader with the tools and knowledge to consistently place smarter trades with automation. See the future price range that the options market is projecting along with each expiration's max pain point. Earnings Edge provides a unique math-based approach for trading earnings reports that helps find opportunities based on historical price moves in post-earnings. Explore pre-calculated trading ideas that meet your criteria, then instantly place orders. At Option Alpha, we are devoted to empowering traders with simple, powerful tools supported by world-class research and education. By developing industry-first automation technology, enhancing data and information accessibility, and nurturing our community at every level, Option Alpha is changing the way people trade.Starting Price: $79 per month -
14
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
15
Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
16
ProTracker RMD
ProTracker Software, Inc.
Are You Tired of: Reading about the new SECURE Act changes? Calculating RMDs on spreadsheets? Are you trying to track client RMD withdrawals to see if clients have taken them? Monitoring custodians who calculate some RMDs but not inherited accounts? Pondering which clients are Eligible Designated Beneficiaries (EDBs)? Wondering how to manage the new 10-Year Rule accounts? ProTracker RMD Allows You to Calculate: Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries. A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent. A separate panel to track the expirations of 10-Year Rule accounts. A global 10-Year Rule Account screen to monitor all client accounts for expiration.Starting Price: $895/user/year/1,000 RMDs -
17
The Dividend Tracker
The Dividend Tracker
Ditch the spreadsheet and use a modern solution to track your dividend income. The Dividend Tracker shows you exactly how much you can expect to earn, and when it'll hit your brokerage account. Our dividend payout calendar helps users keep track of their upcoming dividend payments. Easily see how much you'll be paid, the date you'll receive your dividends, and a breakdown of the companies paying out. This is key for investors who rely on dividends as a primary or supplemental source of income. With our dividend payout calendar, users can easily plan their finances and stay on top of their investment income. Get notified as soon as new dividend payments are announced, or when a company increases or cuts their dividends. Using our suite of calculators and tools, project your dividend income into the future and see how your dividends compound over time.Starting Price: $12.50 per month -
18
TradersPost
TradersPost
TradersPost enables automated trading bots for stocks, crypto, options, and futures, integrating seamlessly with strategies from TradingView and TrendSpider. Execute trades effortlessly across top brokers like Tradovate, TradeStation, Coinbase, Interactive Brokers, and Alpaca. Build and backtest your trading strategy using charting tools like TradingView or TrendSpider, create custom strategies, or leverage third-party signal sources to automate trades with TradersPost. Configure your strategy to trigger alert webhooks, sending them to TradersPost whenever you’re ready to execute a trade. Securely connect your trading platform to TradersPost with a single click, enabling automatic trade execution whenever your strategy sends an alert.Starting Price: $49 per month -
19
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
20
Crypto Backoffice
Crypto Backoffice
Crypto Backoffice is the enterprise platform built specifically to help businesses manage cryptocurrency tax, accounting, and compliance, turning unmanaged risks into strategic business opportunities. It integrates audit‑tax and accounting automation with advanced workflow and process expertise. DeFi and CeFi monitoring, enhanced visibility of activities via APIs and web socket connectivity, allows seamless data integration and sanitization from exchanges and chains. It is built for fund managers, investors, traders, auditors, corporates, exchanges, and integrates with over 120 exchanges, 120 blockchains, and DeFi aggregators. Multiple tax‑lot closing methods, daily portfolio accounting and reconciliation, weekly deployment, and global tech support are included. It handles complex aspects of crypto transactions, from airdrops, smart contracts, to farming and staking.Starting Price: $6,000 per account -
21
VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York. -
22
FirstClose
FirstClose
FirstClose leverages property data intelligence, industry-leading partners, and ground-breaking technology, to enable lenders to compete for and close consumer loans unlike any other solution in the industry. FirstClose ONE offers everything from application, credit score, flood, valuation solutions, instant title, income verification, automated decisioning, closing, and recording as well as automated settlement services that result in faster closings and cost savings. Valuation, credit, title services, and more are custom-tailored in a single report. Reports are gathered instantly based on turn time and price within your lending footprint. A customizable, streamlined solution that mimics your product ordering matrix. Our automated underwriting process streamlines loan applications. The future of successful lending involves leveraging property and borrower data intelligence instantly and applying technology in innovative ways to create solutions that bring together data. -
23
Surmount AI
Surmount AI
Easily link all of your equities, crypto, and forex investment accounts in one place to view, manage, and automate. Easily find & evaluate pre-built investment strategies with genuine track records. We handle all the hard parts and let you focus on building, testing, & monetizing your ideas. Test your strategy across any timeframe, prebuilt, or custom scenario to see how it would have performed and view powerful insights & areas for optimization. Rebalancing & tax loss harvesting are handled for you in the background. -
24
Taiki
Taiki
Taiki offers a universal API designed to automate the extraction of tax documents and data from various payroll and financial providers. This solution enables users to bypass manual document uploads by securely connecting to multiple financial platforms, facilitating the retrieval of tax information. The API supports a wide range of documents, including 1040s, W-2s, 1099s, and bank statements, among others. By leveraging built-in document processing, users can specify and obtain only the necessary data fields, streamlining the data retrieval process. Taiki's integration capabilities encompass numerous financial institutions and services, such as ADP, Bank of America, PayPal, and TurboTax, ensuring comprehensive coverage for diverse user needs. The platform offers flexible pricing models, including pay-as-you-go and per-user annual subscriptions, catering to both individual and enterprise requirements. Implementation is designed to be swift. -
25
Obol
Obol
Obol is an AI-powered cash flow platform that unifies real-time cash data, forecasting, and reporting into one streamlined workspace. Finance teams can instantly connect their banks and tools to gain live visibility across accounts, currencies, and entities. Automated reporting eliminates manual spreadsheets, saving hours each week and reducing errors. Obol’s bottom-up forecasts update automatically with live financial data, giving teams the clarity to plan ahead with confidence. With scenario modeling and proactive insights, businesses can anticipate risks before they surface. Obol empowers companies to manage their entire cash lifecycle—from daily positioning to long-term planning—in one dedicated platform. -
26
CFO Silvia
CFO Silvia
CFO Silvia is an AI-powered personal CFO designed to help individuals track, understand, and optimize their entire financial life in one place. It connects to thousands of bank accounts, crypto wallets, trading platforms, and also tracks physical assets like real estate, vehicles, and collectibles. CFO Silvia provides real-time insights into net worth, portfolio performance, and asset allocation through a clean, intuitive dashboard. Users can chat with CFO Silvia to receive personalized insights on investments, taxes, risk exposure, and cash management. The platform continuously scans portfolios for costly issues such as high fees, concentration risk, and idle cash. CFO Silvia also supports scenario analysis, allowing users to explore “what if” financial outcomes using current market data. Built with bank-level security, CFO Silvia prioritizes privacy and protection across every interaction. -
27
Fintech Sandbox
Fintech Sandbox
Fintech Sandbox is a nonprofit that provides early-stage fintech startups free access to critical data, APIs, and infrastructure through its data access residency program. Startups (usually bootstrap-through or up to Series A) can apply to use datasets from 40+ data providers spanning categories like capital markets, weather, news, etc., for up to six months at no cost, with no fees and no equity taken. Since its founding, over 400 startups globally have participated, benefitting from data access that otherwise would have been prohibitively expensive, enabling them to build and scale product capabilities without that barrier. It supports both structured and unstructured data feeds. Beyond just data, Fintech Sandbox helps participants by offering connections to a community that includes investors, financial & tech institutions, data providers, accelerators, and more. Its mission is to reduce the roadblocks for fintech innovation by making data fuel for startups, not a barrier. -
28
Coin Metrics
Coin Metrics
Coin Metrics organizes the world’s crypto data and makes it transparent and accessible. CM Network Data Pro is a data feed of insightful, aggregate network data metrics for the top cryptoassets. ATLAS™ Search is the most performant and reliable blockchain explorer available. CM Market Data Feed provides access to historical and real-time data from over 30 of the world’s leading spot and derivatives crypto exchanges. All fundamental market-related data types including tick-by-tick trades, quotes, order book snapshots, candles, and more. Coin Metrics Bletchley Indexes (CMBI) offer a comprehensive suite of single-asset, multi-asset and unique cryptoasset benchmarks. CM Reference Rates represent robust, manipulation-resistant prices for hundreds of assets. Calculation agent services are available for institutions wishing to design bespoke methodologies and/or to administer their own indexes.
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