Wealthscape℠ is a mobile platform developed by National Financial Services LLC that provides brokers and advisors with remote access to brokerage data and practice management tools. The app enables users to monitor client portfolios and perform administrative tasks like mobile check deposits while utilizing Fidelity’s security infrastructure.
Overview · Full Intel report in progress
The App DNA
What makes this app unique?
For Professional brokers and financial advisors who utilize the Fidelity Wealthscape platform.
What does it look like?
Key features
Provides visibility into client positions, balances, asset allocation graphics, and account-level activity.
Allows users to deposit checks directly into one or more eligible accounts via the mobile interface.
Integrates biometric authentication, including face and fingerprint scans, alongside two-factor authentication.
How much does it cost?
Velocity
Steady developmentShow more...
5 versions in history. Development pace: steady.
Who built it?
National Financial Services
2 apps tracked · Finance
Wealthscape Investor℠User Sentiment
What do users think recently?
How are ratings & reviews evolving?
Not enough recent reviews to extract reliable themes yet.
Read the full review analysisCompetition
Competitive landscape for Wealthscape℠
How's the Finance market?
The rivals identified
The Analyst's Read
Key takeaways for Wealthscape℠
Where is it heading?
Bottom line
While the app offers essential mobile practice management tools, users have reported technical instability regarding the multi-account check deposit feature.
Report last updated