Advisors who use Fidelity’s Wealthscape platform for clearing and custody solutions will now be able to access a variety of integration options in one place with the official launch of the Wealthscape Integration Xchange.
“The store is now open,” Tricia Haskins, vice president of digital strategy and platform consulting at Fidelity Institutional, tells ThinkAdvisor. Until the official launch, Integration Xchange had been available to only some early adopters.
The offering provides advisors and wealth managers an open and flexible way to build tailored technology platforms by accessing third-party tools such as Orion Advisor Services, Black Diamond Wealth Platform, Envestnet | Tamarac, Junxure Cloud and MoneyGuidePro in one place.
“There are many technology tools in the market today that help advisors deepen relationships with clients, as well as grow and evolve their businesses,” said Haskins in a statement. “Our goal is to make the options available within a single location and to continue to evolve our offering along with today’s fast-paced fintech environment.”