Fidelity Institutional
Fidelity Institutional provides investment solutions, technology, and insights to advisors and wealth management firms to help them deliver better outcomes for their clients.
Passiv automates your portfolio management, making investing easy and saving you time.

Passiv is a portfolio management tool designed to automate investment processes and simplify portfolio rebalancing. It helps users build personalized indexes and manage multiple brokerage accounts efficiently. Passiv connects to various brokerage platforms, allowing users to set their target asset allocation and automatically rebalance their portfolios with a single click. The tool provides detailed reporting and performance metrics beyond what typical brokerages offer, including insights on dividends and earnings over custom periods. Passiv aims to reduce the time and effort required for investment management, catering to both novice and experienced investors looking to streamline their portfolio maintenance and track their investment progress with a clean, simple dashboard.
Passiv is a portfolio management tool designed to automate investment processes and simplify portfolio rebalancing.
Explore all tools that specialize in connecting brokerage accounts. This domain focus ensures Passiv delivers optimized results for this specific requirement.
Explore all tools that specialize in setting target asset allocation. This domain focus ensures Passiv delivers optimized results for this specific requirement.
Explore all tools that specialize in automating portfolio rebalancing. This domain focus ensures Passiv delivers optimized results for this specific requirement.
Explore all tools that specialize in tracking portfolio performance. This domain focus ensures Passiv delivers optimized results for this specific requirement.
Explore all tools that specialize in generating investment reports. This domain focus ensures Passiv delivers optimized results for this specific requirement.
Explore all tools that specialize in managing multiple accounts. This domain focus ensures Passiv delivers optimized results for this specific requirement.
Automatically executes trades to bring your portfolio back to its target allocation with a single click, considering transaction costs and tax implications.
Allows users to create and track custom indexes based on specific investment criteria and asset allocations.
Offers comprehensive reports on portfolio performance, including dividend tracking, capital gains, and total returns over custom time periods.
Sends notifications when your portfolio deviates from its target allocation, when rebalancing opportunities arise, or when important market events occur.
Identifies opportunities to sell losing investments and offset capital gains, minimizing your tax liability.
Create an account on Passiv's website.
Connect your brokerage account by providing the necessary credentials.
Choose your desired portfolio allocation.
Set up automatic rebalancing parameters.
Review and confirm your settings.
Monitor your portfolio performance through the dashboard.
Customize alerts to stay informed about important actions.
All Set
Ready to go
Verified feedback from other users.
"Passiv is praised for its ability to automate portfolio rebalancing and simplify investment management. Users appreciate the time-saving benefits and the comprehensive performance reporting it offers."
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Fidelity Institutional provides investment solutions, technology, and insights to advisors and wealth management firms to help them deliver better outcomes for their clients.

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