Fidelity Institutional has updated its Wealthscape advisor technology platform, refreshing its mobile app, updating its open-architecture digital store, and adding an analytic tool.
That tool, Wealthscape Analytics, provides business metrics and customer insights to help advisers spot new opportunities as well identify clients who might require attention, the company said in a release.
Fidelity also redesigned the mobile application’s user experience for retail clients, streamlining its design and navigation, enhancing access to account information, and improving security features.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
