Active Trader Pro is Fidelity's customizable trading platform for the desktop and optimized for online trading technology. The solution offers real-time insights, visual snapshots to monitor investments, and trading tools.
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INFUSE
Score8.9 out of 10
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Since 2012, INFUSE (formerly INFUSEmedia) has helped clients and partners craft and optimize demand programs that deliver the audience, buyer, and account engagement that meets their objectives, by strategically promoting content through omnichannel campaigns leveraging AI technology and first-party data.
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Pricing
Fidelity Active Trader Pro
INFUSE
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Fidelity Active Trader Pro
INFUSE
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
$0 commissions for online US stock, ETF, and option trades.
Margin rates among the most competitive in the industry—as low as 4.00%.
No minimums to open an account.
INFUSE crafts demand programs on a cost per lead (CPL) basis. No subscription or setup fees.
Fantastic for the planning and execution of trades, as follows: (1) Offers nearly 50 market filters, including technical, social sentiment, and custom options filters, (2) supports analysis of option market sentiment with volatility and open interest statistics, as well as the day’s biggest trades, (3) functionality to trade equities, ETFs, simple and complex option strategies with extended-hours and directed trading capabilities, (4) capacity to create and save up to 50 orders and place them at the right time, (5) helps manage risk and profit potential with conditional orders, (6) allows placement of a variety of simple and complex multi-leg option orders, (7) provides ability to monitor portfolio with streaming quotes, real-time gain and loss, streaming balances, and streaming order status updates, and (8) allows creation of personalized layouts to see the market and portfolio information that’s important to you Set trade defaults, create shortcuts, and use hotkeys to quickly and efficiently navigate through the platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
From our first exchange they have been very responsive. They listen carefully to our needs and importantly they deliver against our requirements. They are agile, flexible and come to the table with new ideas. We at Siemens see them as a strategic partner at this stage and I hope we continue to work productively in to the future.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Customizable to display information the way I want to see it.
Clean, straightforward interface to let me quickly access information from cursory overview to detailed tax information.
Equipped with good security measures.
Very user friendly.
The software has some nice features, including watch lists, market news, alerts, and real-time balances. The program also displays tax-lot information in real-time. There are advanced options tools as well. Active Trader Pro is able to submit up to 20 orders at once using a multi-order ticket.
Active Trader Pro has many available features. Alerts can be set, watch lists can be created, and market news can be followed. Balances are shown in real-time. Each of these elements can be assigned to its own window. Tax-lot info can be shown in real-time as well. A multi-order trading ticket can submit 20 orders at once. Up to 50 orders can be built and saved.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think providing a quarterly highlights document would be particularly helpful without asking. We ask every quarter and it creates a bit of a bottleneck for us.
Communication via email can get exhausting. Can we explore having a joint Slack channel for collaboration?
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
INFUSE was able to get our campaigns up and running, allowing us the ability to migrate qualified leads down to our sales team. INFUSE also went a step above, by providing call scripts and prescribed touchpoints along the qualifing journey, allowing our sales teams more time to schedule follow-up meetings and create opportunities that generated potential review.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Luckily, we haven't had to submit too many support tickets. For the few tickets we have had to submit, the support team was able to send us updates right away. They were very well-versed in our issues and worked with our third-party vendors on our integration issues. We had a very pleasant experience working with their support team.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Highly comparable. thinkorswim was a great platform and Fidelity has achieved competing against it. Ease of learning curve with training and the ability to configure exactly what the user wants to see is a huge plus. The customizations available are a major bonus and Fidelity's overall customer experience is a beacon in the marketplace.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I've found INFUSEmedia to have more diverse and customizable versions of content syndication than other partners that we have considered and run with. Their pricing is competitive and the value adds they have provided for certain strategies have further helped them to stack up well against the competition. Additionally, their team has been enjoyable to work with on a day to day basis given their level of support and responsiveness.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
