Fidelity boosts tech offerings for advisors
Financial Planning Online, Daniel Kuhn Sean Allocca, Friday, 26 April 2019
The custodian added two new tools to its technology platform, Wealthscape Integration Xchange, expanding the selection to over 120 third-party options, according to the firm. The updates include access to the ultra-high-net-worth portfolio management system Addepar, and Wealthbox, which offers customer relationship management.