Subscribe

Fidelity unveils iPad app for WealthCentral

Advisers using the Fidelity Institutional Wealth Services platform can now perform much of their work from Apple's popular tablet

Now available, WealthCentral for iPad.
Fidelity Investments today announced it has developed an iPad application for its independent advisers on the WealthCentral platform.
It is available as a free download from the App Store and is an extension of Fidelity Institutional Wealth Services already well-charted mobile path for WealthCentral.
The firm rolled out applications for iPhone and Android smart phones last year.
With the new iPad application advisers can place domestic equity, ETF and mutual fund orders on behalf of their clients, and access client account balances, holdings and transaction activity.
“We are applying our experience as a leading innovator in mobile trading and investing to deliver the very best mobile tools available,” said Edward O’Brien, senior vice president and head of technology, Fidelity Institutional Wealth Services and Fidelity Family Office Services.

Related stories:
WealthCentral Mobile now available for Android
Fidelity rolls out iPhone app for WealthCentral
Fidelity ramps ups the integration of six apps for WealthCentral
Fidelity to integrate WealthCentral with BlueSky portfolio management

Learn more about reprints and licensing for this article.

Recent Articles by Author

Consumer website that offers background checks irks advisers

A new website for consumers is drawing complaints from financial advisers who say it forces advisers to consent to, and even pay for, background checks on themselves — or risk losing credibility with potential clients.

Street appeal: Motif Investing attracts the interest of Goldman Sachs

Street appeal, Motif Investing attracts the interest of Goldman Sachs

Vestorly aims to connect advisers and prospects

The content sharing platform offers advisers insight into potential clients based on their online activity.

BondDesk forms partnership with rival Trade West Systems

Even big name bond advocates like A. Gary Shilling or Robert Arnott would have difficulty arguing that bond market performance over the last 30 or 40 years was likely to repeat itself.

Turning ‘friends’ into clients

Real-life stories of advisers and their social-media strategies

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print