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Industry Spotlight > Advisors

Fidelity Rolls Out New Portfolio Tool

By Janet Levaux

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Fidelity Institutional has added a digital tool that it says can help wealth managers quickly review and compare investment strategies — Fidelity Portfolio Quick Check, which about 300 firms have been trying out since early this year.

The portfolio tool lets wealth managers do scenario planning and analyze investments, as well as their performance, fees and risks. With it, advisors can efficiently “discover new opportunities to improve investment strategies and demonstrate the benefits of actively managing investments to their clients,” according to the firm.

The news comes about three months after Fidelity Institutional rolled out major updates to its technology offerings, including enhancements to its Wealthscape advisor tech platform and a tool that gives advisors insight into their wealth firms’ digital strategies and adoption.

See: Money Management Is Out, Personalization and Planning Are In: Fidelity Exec

“As advisors look to navigate the challenges created by headwinds in today’s global macro markets, our PQC offering allows them to instill an industrial portfolio construction framework that is scalable and personalized,” said Mayank Goradia, head of investment product and portfolio analytics for Fidelity Institutional, in a statement. 

After the PQC analysis, advisors can share customized reports for clients that include detailed portfolio observations, fixed income analysis, comparisons of equity holdings to the 11 commonly recognized Global Industry Classification Standard (GICS) sectors by style and market cap, performance and risk evaluations (including reviews within hypothetical and previous market conditions), and asset allocation comparisons.

(Photo: Shutterstock)

Janet Levaux

@Think_JanetL

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