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Thought Leadership

Fidelity

Assessing capacity for loss

Discover how to assess capacity for loss alongside attitude to risk to achieve good client outcomes. Find out more on the different approaches, here.

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Fidelity Fidelity - 17 Apr 2023

Fidelity

Wealth management software for advisory firms

Financial asset management software has evolved. Discover what it is, and how AI-powered software can help you provide exceptional service for your clients.

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Fidelity Fidelity - 06 Mar 2023

Fidelity

Scenario analysis tools in financial planning

Scenario analysis is a valuable part of your role. Discover how AI-powered software can optimise the service you offer your clients.

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Fidelity Fidelity - 06 Mar 2023

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Cashflow modelling

Cashflow modelling is a key aspect of financial planning. Discover how AI-powered software can help you create accurate, targeted forecasts for clients.

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Fidelity Fidelity - 06 Mar 2023

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