Value-added services
Concierge services to help our clients differentiate and scale their operations
Capital introduction
Complement your internal marketing and fundraising efforts through targeted introductions and needs-based explorations/discovery.
- Leverage our network of single and multifamily offices, fund of funds, consultants, endowments, foundations, pensions, and seed investors
- Marketable universe of over 2,500 firms
- Team is strategically dispersed geographically for effective local coverage
- Unique opportunities provided to hedge fund clients to connect with institutional clients across Fidelity, such as Fidelity Family Office Services and Fidelity Charitable® Gift Fund
PB OptimizeSM
A fully integrated fintech platform that offers transparency, customization, and automation to meet the demands of a changing landscape.
- Our portfolio finance optimization tools helped clients realize $771M in annualized savings in 20251
- Market and proprietary data refreshed every 15 minutes for real-time decision-making
- Minimize risks with visibility into counterparty exposures, fees, and broker financing performance
- Data aggregation at the security and portfolio levels
Take a closer look
Benefit from strategic, customized business guidance and hands-on support across every stage of the business lifecycle.
- Gain a trusted partner with deep industry knowledge to support launches, growth, and operational optimization
- Ongoing advisory support, including introductions to legal, audit, tax, fund administration, compliance, and technology providers
- Foundational business planning across staffing, compensation, implementation, and operational efficiency
Trade execution services
We offer the breadth and depth of order flow essential to helping institutional investment managers achieve best execution.
- Expansive liquidity network provided by Fidelity’s brokerage business lines
- Fidelity Capital Markets® (FCM) trading solutions team offers service models tailored to meet varying client needs
- Access trading platform through execution software or seamlessly integrate with your existing order management system (OMS)
Domestic equities
Domestic equities: Trade more efficiently using FCM’s electronic executive services and optimize your trading strategies with a wide range of exchange-traded stock and index options.
- Advanced algorithmic execution and trading strategies
- Sophisticated and anonymous crossing network for trading confidentiality
- Extensive liquidity reach
- Automated execution services for today’s global markets
International equities and FOREX: Take advantage of FCM’s International Desk, which employs a variety of trading strategies, including program and algorithmic trading in more than 40 countries.
- Trade foreign currency through Fidelity FOREX Inc., a wholly owned subsidiary of Fidelity
- Gain access to more than 20 currencies for more than 25 countries at competitive exchange rates
- 24/6 staffing coverage to meet client needs
Cash management solutions
Solve for liquidity requirements, strategic goals, and risk tolerance with cash reinvestment options available through FCM.
- Institutional money market funds
- Short-duration fixed income products
- Customized solutions to complement cash segment strategies and meet short-term and long-term strategic liquidity needs
Schedule a consultation with one of our Prime Services specialists
Source: Data as of 12/31/25, unless otherwise noted.
1. Savings realized by PB OptimizeSM clients in 2025, based on re-rate activity in the platform.
Intended for institutional investor use only.
PB OptimizeSM is provided by Fidelity Global Brokerage Group, Inc. (FGBG), a wholly owned subsidiary of FMR LLC. FGBG is not a part of Fidelity’s broker-dealer entity.