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Well Done Fidelity

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Nov 7, 2007 3:21 am

Just a huge ‘well done’ to our friends at Fidelity.

We saw a preview of the new RIA tech platform that will be rolled out within the upcoming year.

Contact management, EISI NaviPlan, Advent performance reporting, and trading functionality all within one interface. Everything is connected, linked, cross referenced, and updated through one platform. You can track and manage outside accounts at different custodians, and link it all together for planning, reporting, and analytic purposes.

Open a new account, and everything is populated across all channels.

I’m excited. The best part… you don’t have to wait for your ‘branch’ to get the technology installed locally. All web-based, and exciting stuff.

Well done Mr. Fidelity. We are impressed. Looking forward to the finished product.

Good times.


Dec 9, 2007 11:54 pm

Do you know when they will be rolling out with this product.  I currently use Fidelity and I’m using there advisor channel software and wondering when this new product will be available to us. Thanks

Dec 10, 2007 2:24 am

We are going to ‘pilot’ the platform for Fidelity. They just ran us through the platform, and had asked us about what we thought of the ease of use, putting us through a few sample tasks.

I think we get a crack at the software within the next 6 months, with a firm rollout in October of 2008.

It truly is cool, and is a monster integration platform that will improve office efficiency tremendously.