Financial Planning: Fidelity boosts tech offerings for advisors

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26 April 2019

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.

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News article details

Capital Markets, Wealth Management
Media Type
News Articles
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America