Tools & Calculators for Financial Advisors

Diagnostic resources that support your investment selection and risk management efforts

Portfolio Analysis Tools

Defined Contribution Tools

Evaluate Fidelity strategies against other top fund managers.

Need a custom report – email us at FidelityAdvisor@fmr.com.

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Our Fidelity representatives are available to help you address new and existing client needs. In working with you, the team can assist with portfolio analysis, positioning of portfolio managers, investing strategies, and client meeting preparation.

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