Fidelity Investments: Integration Xchange

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16 April 2020
Neil Sheehan

Winner of the Celent Model Wealth Manager 2020 Award for Products and Platforms

Abstract

Celent recognizes Fidelity Investments as the winner of the Model Wealth Manager 2020 Products and Platforms Award for their initiative Integration Xchange.

Fidelity’s open architecture digital store empowers firms to build tailored technology platforms that meet the needs of their businesses. As the first complete integration portal of its kind, Integration Xchange provides a range of building blocks for firms to efficiently design and develop integrated platforms that improve advisors’ ability to serve investors.

The plaform serves as a guide to the evolving wealth management technology ecosystem, helping clients make informed decisions to empower their firms to increase advisor and end-investor value.

See all 2020 Wealth and Asset Manager winners and Celent's presentation for this award.

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Insight details

Insight Format
Reports
Geographic Focus
North America