Fidelity Investments uses AI-powered tools it describes as 'suggestion engines' to help its financial advisors with client marketing, client experience training, and documentation storage and access.

According to a 2025 U.S. News report citing Fidelity, the company has introduced a suite of AI advisor tools over several years. These tools, described as suggestion engines, assist advisors in areas such as identifying marketing opportunities, accessing stored client documentation, and training for client interactions. The company also integrated its Active Trader Pro platform with Capitalise.ai to conduct data risk assessment by simulating a range of market conditions. Additionally, Fidelity has invested in large language models to generate question-and-answer content for its website, which previously took associates days to compile and clear for compliance, but is now completed in minutes with human review retained.