Fidelity Investments is a privately owned investment manager. The firm also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. It provides its services to individual investors, businesses, financial advisors, and institutions. The firm manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity Investments operates as a subsidiary of FMR LLC. Fidelity Investments was founded in 1946 and is based ...
82 Devonshire Street
Boston, MA 02109-3605
Founded in 1946
Fidelity Announces New Advisor Technology Solutions
Feb 7 18
Fidelity announced new technology tools -- that will be accessible via Wealthscape -- designed to help registered investment advisors, broker-dealers, banks and family offices digitize their businesses and deepen relationships with their clients. Wealthscape began to roll out in 2016 and 2017, first with Fidelity’s deep integrations with planning software from eMoney Advisor, and following up with access to Fidelity’s Performance Measurement solution and Fidelity AMP (Automated Managed Platform), a digital advice offering co-developed with eMoney. New capabilities that will be accessible via Wealthscape are coming to market in 2018, including: Consolidated Data, Insights +Analytics, Advanced Modeling & Rebalancing and Wealthscape Integration Xchange. Fidelity will aggregate data on an ongoing basis from multiple sources, including: Fidelity data, assets under administration, client-permissioned data, market data, customer relationship management (CRM) data and firm-provided data. Consolidated Data from Fidelity will be normalized and streamlined across sources, including accounts, positions, balances, transactions, and client-provided data. Then, if necessary, an analyst will remediate data issues to help better achieve accuracy and completeness. Investor and firm data inform the consolidated picture. Firms will be able to use Consolidated Data from Fidelity with Wealthscape’s existing Portfolio Tools, such as Performance Measurement, Advanced Modeling & Rebalancing, or with their firms’ proprietary and third-party tools. Additional solutions that will be powered by Consolidated Data from Fidelity will include Proposal Generation, Fee Billing and Insights + Analytics -- all to be accessible through and integrated within Wealthscape. The Consolidated Data is planned to pilot in third quarter of 2018 with Fidelity Clearing & Custody Solutions broker-dealer, RIA, family office and bank clients. One of the first tools that Consolidated Data from Fidelity will fuel is Insights + Analytics, an offering which explores how quantitative techniques, including artificial intelligence, machine learning, and predictive analytics, can help advisors save time, grow their businesses and enhance their relationships with clients. The first custom-built solution within Insights + Analytics will be a set of book analytics capabilities, developed closely with client feedback and Fidelity practice management expertise to create a “story-based” interface that helps advisors answer real business questions. The Insights + Analytics solution will fill a gap in the marketplace by not just presenting aggregated data, but also helping interpret this complex data so that it is meaningful and actionable for businesses. Insights + Analytics will allow advisors and firms to: Analyze: See a snapshot of their book of business, which provides a starting point for further exploration. Segment: Identify segments in their book of business that are thriving or that need attention. Find Opportunity in Outliers: Look at correlations between a variety of metrics -- including age, revenue and AUM -- to assess clients at risk and identify what assets contribute the most revenue. Determine Client Value: Evaluate the characteristics of the most valuable clients in their current book of business and as Insights + Analytics evolves, later apply these learnings to prospective clients. Insights + Analytics will automate manual tasks and is scalable across a firm, allowing advisors to spend less time analyzing data and more time implementing their informed decisions. Advisors will be able to interpret insights and leverage their personal experiences and relationships to take action. Insights + Analytics has been built so that it can grow as client needs expand and new data becomes available. When Insights + Analytics begins to pilot in third quarter of 2018, it will leverage Fidelity-only data through the Consolidated Data offering. In the later phases of Insights + Analytics, the tool will be fueled by multi-custodial data and client CRM feeds, and have the potential to analyze data that helps answer business questions around inter-generational connectivity, client life events, next best action and inter-firm benchmarking. With the myriad of technology options available, connectivity and integration must be a top priority. However, how that connectivity takes place varies by firm. Some firms have their own proprietary offering, others prefer a “one-stop-shop” tech solution, while some prefer to mix and match between Fidelity’s solutions, third parties and their own technology. Flexibility is key, and Wealthscape Integration Xchange meets all of these needs by offering two categories of integrations: Integration Services and Third Party Tools. Integration Services provides direct links between firm technology systems and Wealthscape data and products and will be available through a digital store, expected beginning in third quarter of 2018. The digital store will be stocked with: Application Programming Interfaces (APIs); Framing and Linking Capabilities; Data Feeds. As the store evolves in the future, firms will have the flexibility to explore and test integrations so that they can simplify deployment. Firms can also take advantage of other Third Party Tools, connections between more than 100 third-party technology solutions and Wealthscape in categories including CRM, financial planning, analytics, compliance data aggregation, digital advice, research and trading.
Fidelity Investments Presents at The MoneyShow Orlando, Feb-08-2018 through Feb-10-2018
Feb 5 18
Fidelity Investments Presents at The MoneyShow Orlando, Feb-08-2018 through Feb-10-2018. Presentation Date & Speakers: Feb-08-2018, Bruce Johnstone, Managing Director, Heather Knight, John Gagliardi, Jurrien Timmer.
Fidelity Investments Presents at 12th Annual New Product Innovation & Development 2018: A Frost & Sullivan Executive MindXchange, Jan-23-2018 08:45 AM
Jan 19 18
Fidelity Investments Presents at 12th Annual New Product Innovation & Development 2018: A Frost & Sullivan Executive MindXchange, Jan-23-2018 08:45 AM. Venue: Disney Grand Californian Hotel and Spa, Anaheim, California, United States. Speakers: Alessandro Vigilante, Head of Global Innovation Ecosystem.