Technology
Learn about the full range of Fidelity WealthCentral tools.
- CRM
- CRM
- Account Management and Trading
- Account Management and Trading
- Portfolio Management
- Portfolio Management
- Financial Planning
- Financial Planning
- Portfolio Modeling and Rebalancing
- Portfolio Modeling and Rebalancing
CRM
- Track referrals, prospects and opportunities
- Design and implement workflows for greater efficiency
- Integrate with email; sync with your calendar and handheld devices
- Enable pre-population of Fidelity forms and applications
- Use more than 75 customizable reports to manage and analyze clients, prospects, opportunities, activities and customer service
- Automate client and prospect mailings
Account Management and Trading
- Gain faster order processing to the market and a new Order Central interface through the web
- Access advanced Fidelity Capital Markets1 MTRX Algorithmic Trading strategies
- Tap information on order processes as they occur with the interactive messaging feature
- Enhance customer service and maintain control over your service transactions with online tools that ease cashiering, service inquiries and new account opening, and help you eliminate misinformation and errors
Portfolio Modeling and Rebalancing
- Manage client portfolios, including Composite Models, Real-Time Pricing, Multi-Custody and Drift Reporting
- Monitor and align client portfolios to the investment strategies advisors have put in place
- Streamline and reduce the need to manually import and export data from one database into another
- Automatically route orders directly for trading
- Reduce the time and complexity associated with managing multiple investment strategies across hundreds to thousands of accounts
- Allow advisors to combine multiple portfolio models into one larger strategy through composite models
Financial Planning
- Deepen client relationships through holistic financial planning, including retirement, tax, estate, education, insurance, stock option, business and cash-flow planning
- Streamline workflows with a single sign-on and ability to access/import Fidelity brokerage account, demographic and position-level information
- Automatically refresh all client holdings, positions and market values to update an existing financial plan
Portfolio Management
- Integrate your trading and portfolio management functions with CRM and financial planning tools
- Eliminate the need to transfer or re-enter client and portfolio information across multiple databases
- Access portfolio data virtually anytime, anywhere through a web-based interface
- Generate management reports to accurately track your clients' financial growth
- Produce extensive customer reporting you can rely on
- Delegate your portfolio accounting and performance measurement so that you can focus more time on growing your business
1Fidelity Capital Markets is a division of National Financial Services LLC.
The third-party companies mentioned are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. *Source: 2007 Fidelity RIA Efficiency Needs Study. Qualitative research based on 30 in-depth telephone and in-person interviews with chief operating officers or senior technology decision-makers at RIA firms distributed across asset size and U.S. geographic locations. Interviews were conducted and analyzed by Beetrix Research & Consulting, LLC on behalf of Fidelity in the spring and summer of 2007. Fidelity was not disclosed as the sponsor of the study, and participants were not necessarily Fidelity customers. Beetrix Research & Consulting, LLC is an independent company and unaffiliated with Fidelity Investments.
The third-party companies mentioned are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. *Source: 2007 Fidelity RIA Efficiency Needs Study. Qualitative research based on 30 in-depth telephone and in-person interviews with chief operating officers or senior technology decision-makers at RIA firms distributed across asset size and U.S. geographic locations. Interviews were conducted and analyzed by Beetrix Research & Consulting, LLC on behalf of Fidelity in the spring and summer of 2007. Fidelity was not disclosed as the sponsor of the study, and participants were not necessarily Fidelity customers. Beetrix Research & Consulting, LLC is an independent company and unaffiliated with Fidelity Investments.
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