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,” says 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 their clients.”
Fidelity offers integrations with third-party technology solutions for CRM, financial planning, analytics, portfolio management, office tools and more.