Fidelity Institutional Wealth Services announced upgrades Tuesday to its WealthCentral platform for RIAs. The company said it has added six new software choices and “creating deeper integrations with existing applications for its independent advisor clients.”
Specifically, the company has added Envestnet Vantage Performance Reporting, Morningstar Office, Redtail, Salesforce.com and AppCrown to its platform. Fidelity also added functionality to WealthCentral in document and workflow management through XTRAC Solutions and Redtail.
“At its core, WealthCentral is about choice, flexibility and efficiency,” Edward O’Brien, senior vice president and head of technology with Fidelity Institutional Wealth Services, said in a statement. “We designed the platform by listening to the many and distinct business needs of our clients. In addition to offering a range of integration options and the technology to connect them, Fidelity provides firms with personalized support and guidance to help them choose and leverage the tools that best suit their individual needs.”