Wealthscape℠ Integration Xchange, Fidelity’s open architecture digital
store, now features more integration options to help wealth management
firms build technology platforms that meet their distinct business
needs. The integrations offer firms the ability to streamline business
processes and workflow through APIs, data feeds and more, using both
Fidelity solutions and their choice of more than 120 third-party tools.
“The goal of Integration Xchange is to help firms tailor technology
platforms to their advisors’ and investors’ needs by giving them access
to a wide variety of options in a single location,” said Lisa Burns,
head of Platform Technology, Fidelity Institutional. “Expanding our
integrations with third-party tools is a key priority. Over the past few
months, we’ve added a number of integrations designed to increase
advisor efficiency, which in turn can help advisors spend more time with
Fidelity Delivers More Choice through Broader, Deeper Access to
Fidelity offers integrations with third-party technology solutions for
CRM, financial planning, analytics, portfolio management, office tools
and more. New integrations include:
Addepar, a wealth management platform that specializes in data
aggregation and performance reporting to help investors with complex
assets make informed decisions. This integration features Fidelity
brokerage account information provided to Addepar as well as
contextual linking capabilities from Addepar to select Wealthscape
pages. Those pages include quick access to intra-day positions and the
ability to initiate and view money movement activities, enabling
advisors to seamlessly work between the two platforms.
Wealthbox®, a web-and-mobile CRM application for
financial advisors. The integration features single sign-on from
Wealthbox to Wealthscape and Fidelity brokerage account information
provided to Wealthbox, resulting in increased advisor efficiency.
Fidelity and Wealthbox plan to include an account opening integration
later this year.
Fidelity is also expanding its integrations with several third-party
tools announced when Integration Xchange launched last year, including
Orion Advisor Services, LLC. In Q2 2019, Fidelity and Orion will deepen
their account opening integration, providing advisors with an automated
experience that can reduce errors and create efficiencies during account
opening, as well as integrations for real time brokerage information and
alerting capabilities from Wealthscape for an improved client experience.
Fidelity Remains Focused on Meeting Advisor and Third-Party Needs
Since its launch, Integration Xchange has received praise from both
clients and third-party technology providers. Integration Xchange users
report that their firms are better prepared for platform deployment and
are able to integrate more quickly than they were without Integration
“Integration Xchange makes it easy to explore features and solutions,
which helps stir creative ideas and understand what’s possible with the
power of Fidelity’s APIs and workflows,” said Jeff Kliewer, director of
integration partnerships and support at Orion Advisor Services, LLC. “It
has been an invaluable resource for helping us strategize and plan out
our roadmap for deeper integration.”
Planned Enhancements to Integration Xchange User Experience
Fidelity continues to enhance Integration Xchange to help firms explore
and develop their platforms. Updates planned for later this year include
a more detailed, interactive third-party marketplace experience, a
business capabilities matrix and enhanced global site documentation
search functionality – all of which will make it even easier for a
firm’s technology team to identify the best options for their needs and
plan the overall platform.
Fidelity works with firms during the platform development process to
refine their design and support their implementations.
For more about Integration Xchange and to discuss the solution with
Fidelity, please visit http://go.fidelity.com/IntegrationXchange.
About Fidelity Investments
Fidelity’s mission is to inspire
better futures and deliver better outcomes for the customers and
businesses we serve. With assets under administration of $7.4 trillion,
including managed assets of $2.6 trillion as of March 31, 2019, we focus
on meeting the unique needs of a diverse set of customers: helping more
than 30 million people invest their own life savings, 22,000 businesses
manage employee benefit programs, as well as providing more than 13,500
financial advisory firms with investment and technology solutions to
invest their own clients’ money. Privately held for more than 70 years,
Fidelity employs more than 40,000 associates who are focused on the
long-term success of our customers. For more information about Fidelity
Investments, visit https://www.fidelity.com/about.
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