Fidelity's upcoming IFA technology roadshow will introduce advisers to its fund supermarket, launchi...
Fidelity's upcoming IFA technology roadshow will introduce advisers to its fund supermarket, launching this summer.
The supermarket will feature online transactional capability from IFA's own websites and provide access to up to 300 funds from 12 fund providers.
It will enable IFAs to open accounts online as well as deal and produce consolidated commission payments and statements.
The system also allows intermediaries to produce online valuations and statements for all clients to access and retrieve client data in electronic form.
Advisers wishing to attend the Fidelity E-volution 2000 Forum can call Fidelity on 0800 41 41 81 to reserve a place or visit Fidelity's website on www.fidelity.co.uk.
The roadshows, which will be held in seven venues starting on 2 June and running until 12 June, will also focus on recent online developments in the investment industry and the impact these will have on the role of advisers.
David Cowdell, associate director, Fidelity UK wholesale, said: "The pace of technological change in our industry over the last few years has been unprecedented. The internet is transforming the way we do business. The purpose of this forum is for us to share our views with IFAs on how they can harness the power of the internet for themselves."
Consultation closing 15 September
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