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Investment News: Fidelity boosts technology integration for advisers

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25 April 2019

Fidelity boosts technology integration for advisers

Investment News, Ryan W. Neal, Wednesday, 24 April 2019,

Fidelity Institutional is expanding the roster of third-party technology available to advisers through its Wealthscape Integration Xchange, adding account aggregation tools from Addepar and client relationship management capabilities from ...

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News article details

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